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            Sample Cross Object Validation Rules

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            Sample Cross Object Validation Rules

            Examples for three validation rules on opportunity products.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

            For more information on any of the formula functions used in these examples, see Formula Operators and Functions by Context.

            Discounts Must Be Within Range

            The examples below work together to help you manage discount amounts for products and require a custom percent field on opportunity products called Line Discount. The examples below also require you to use price books and customize the Product Family field to include the following values: Software, Consulting, and Training.

            Here is a validation rule for software discounts.

            Field Value
            Description: Prevents users from saving software products with a discount over 10 percent.
            Formula: 
            AND(Line_Discount__c > 0.10, ISPICKVAL(Product2.Family, "Software"))
            Error Message: The discount must be 10% or less for software products.
            Error Location: Line Discount

            Here is a validation rule for consulting discounts.

            Field Value
            Description: Prevents users from saving consulting products with a discount over 15 percent.
            Formula: 
            AND(Line_Discount__c > 0.15, ISPICKVAL(Product2.Family, "Consulting"))
            Error Message: The discount must be 15% or less for consulting products.
            Error Location: Line Discount

            Here is a validation rule for training discounts.

            Field Value
            Description: Prevents users from saving training products with a discount over 20 percent.
            Formula: 
            AND(Line_Discount__c > 0.20, ISPICKVAL(Product2.Family, "Training"))
            Error Message: The discount must be 20% or less for training products.
            Error Location: Line Discount

            Prevent Changing Opportunity Products on Closed Opportunities

            This example consists of two validation rules: one on opportunity products and another on opportunities.

            Field Value
            Description: Prevents users from editing opportunity products after an opportunity is closed. Create the following validation rule example on opportunity products.
            Formula: 
            OR(ISPICKVAL(Opportunity.StageName, "Closed Won"), ISPICKVAL(Opportunity.StageName, "Closed Lost"))
            Error Message: Cannot change opportunity products for closed opportunities.
            Error Location: Top of Page

            The following validation rule is on opportunities.

            Field Value
            Description: Prevents users from deleting opportunity products after an opportunity is closed. Create the following validation rule example on opportunities. It uses a custom roll-up summary field on opportunities that counts the number of opportunity products on an opportunity.
            Formula: 
            AND(OR(ISPICKVAL(StageName, "Closed Won"), ISPICKVAL(StageName, "Closed Lost")), Number_of_Line_Items__c < PRIORVALUE(Number_of_Line_Items__c) )
            Error Message: Cannot delete opportunity products for closed opportunities.
            Error Location: Top of Page

            Prevent Saving a Case When Account Does Not Have Support

            Field Value
            Description: Prevents users from saving a case for an account that does not have support. This example assumes you have a custom checkbox field on accounts called Allowed Support that tracks if the account has support.
            Formula: 
            Account.Allowed_Support__c  = FALSE
            Error Message: Unable to create cases for this account because it is not signed up for support.
            Error Location: Top of Page

            Prevent Saving a Case When Contact is No Longer with the Company

            Field Value
            Description: Prevents users from saving an open case associated with a contact that is no longer with the company. This example uses a custom checkbox field on contacts called No Longer With Company.
            Formula: 
            AND(Contact.Not_Longer_With_Company__c, 
   NOT(IsClosed))
            Error Message: Unable to save this case because the related contact is no longer with the company. To continue, choose another contact.
            Error Location: Contact Name
             
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