Collect Data at Specific Stages in Your Sales Process, Every Time.

This simple syntax can make a big difference in your sales forecasting and other important Salesforce use cases.

The need to collected specific data at certain stages in the pipeline is very common use case but one this also often overlooked in a Salesforce setup.

Let’s say a PO# should be entered into the Opportunity record by the rep before it can be moved to Closed-Won.

You can use this syntax template to create a validation rule ensuring a value is entered, every time.

We hope this helps you operationalize your business requirements.

Swipe through the below slide show to see the syntax template.

Wishing you much success,

Derrick Williams, 3Link Consulting