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Salesforce CRM Admin Cookbook by Paul Goodey

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Creating a mandatory Reason Lost field for lost opportunities using a validation rule

In this recipe, we will create a conditional validation rule that requires the entry of the reason of why an opportunity has been lost.

The reason lost is a custom field (which we created as Reason_Lost__c) and is first created using the steps of this recipe.

Getting ready

Creating a custom Reason Lost field on the opportunity:

  1. Navigate to the Opportunity Fields setup page, by going to Your Name | Setup | Customize | Opportunities | Fields.

    Note

    Scroll down to the Opportunities Custom Fields & Relationships section.

  2. Click on New.

    Note

    You will find the Step 1. Choose the field type page.

  3. Choose Picklist from the Data Type options.
  4. Click on Next.

    Note

    The Step 2. Enter the ...

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