Print this page

Ensure Probability has a specific value based on Stage

Knowledge Article Number 000220959
Description How to make Probability a specific value based on stage?

 
Resolution
  1. Go to Setup | Customize | Opportunities | Validation Rules
  2. Click New
  3. Create a Validation Rule with the following formula
  4. Probability <>
    CASE(TEXT(StageName),
    “Stage A”, 0.15,
    “Stage B”, 0.25,
    “Stage C”, 0.5,
    “Closed Won”,1,
    “Closed Lost”,0,
    0)
    
  5. Replace the Stages with the actual stages in your organization.  Replace the numbers following them with the appropriate percentages (15% = 0.15, 100% = 1.00, etc).  Add as many stages as necessary.
  6. Name the validation rule, and select an error message




promote demote