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Tip of the Week

Tip of the Week – How to Lock the Opportunity Close Date

Sometimes, the little things can make all the difference. In certain cases with Salesforce, customizing the little things in the system are exactly what you need to make sure everything runs smoothly. Take, for example, the Close Date of an Opportunity. Traditionally, the date can be edited after a value has been entered, but suppose you want to get it to lock after the Opportunity hits a certain stage. How to do this?

Write a validation rule! For example, if the stage in question is called “Awarded – Written” your rule could look something like this:  AND(OR(ISPICKVAL(StageName,’Awarded – Written’)),ISCHANGED(CloseDate))

-Ryan and the CMB Team

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