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Validation Rule Does Not Trigger for System Updates

Julkaisupäivä: Mar 8, 2025
Kuvaus

When an open Opportunity is moved to a Closed/Won stage, the system automatically updates the Close Date to the current date in Coordinated Universal Time (UTC) if the original date was in the future. Due to time zone differences, this may result in a one-day variance from the local time.

If the Close Date is in the past at the time of closing, the system does not change it.

This update is system-driven and cannot be prevented using a validation rule, as validation rules do not trigger on system updates. As a result, if an Opportunity with a future Close Date is closed, the system updates it to today’s date, and no validation rule will fail or trigger an error.

Example Use Case

  1.  Create a Validation Rule on Opportunity with the condition: e.g  AND(IsChanged(ClosedDate), ClosedDate = Today())
  2.  Create an Opportunity with a future Close Date.
  3.  Edit the Opportunity and change the stage to "Closed/Won" to close the Opportunity.

Outcome

    Since the Opportunity had a future Close Date, the system automatically updates it to today’s date upon closing.
    The validation rule does not fail, as the Close Date update was system-driven and not triggered by a user action.

Ratkaisu

This is standard system behavior, and the Close Date update cannot be bypassed. As a workaround, you can create a custom process (Flow or Trigger) to add an error or change the Close Date for desired output

Lisäresurssit

Opportunity Fields

Knowledge-artikkelin numero

004517774

 
Ladataan
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