Lesson: 59 | Opportunity Stage Name Order Validation

As a sales manager, I want to ensure that my sales team is selecting the stage names of an opportunity in the correct order so that we can better track our sales process and make informed decisions about our pipeline.

As a sales representative, I want to be reminded to select the stage names of an opportunity in the correct order so that I can follow our standard sales process and ensure that my pipeline is accurate.

As a user of the Opportunity object, I want to receive an error message when I try to select a stage name out of order so that I can correct my selection and ensure that my pipeline is accurate.

As a user of the Opportunity object, I want to be able to select the stage name that follows the correct order so that I can move the opportunity forward in our sales process and accurately track our pipeline.

Object: Opportunity | Validation Rule
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Object: Opportunity | Validation Rule

Field	Value
Rule Name	OpportunityStageNameOrder
Description	The purpose of the "Opportunity Stage Name Order Validation" validation rule is to ensure that the sales team selects the stage names of an opportunity in the correct order. This validation rule ensures that the sales process is followed correctly and that the pipeline is accurate.
Formula:	IF( ISPICKVAL(PRIORVALUE(StageName), "Prospecting") && NOT(ISPICKVAL(StageName, "Qualification")), true, IF( ISPICKVAL(PRIORVALUE(StageName), "Qualification") && NOT(ISPICKVAL(StageName, "Needs Analysis")), true, IF( ISPICKVAL(PRIORVALUE(StageName), "Needs Analysis") && NOT(ISPICKVAL(StageName, "Value Proposition")), true, IF( ISPICKVAL(PRIORVALUE(StageName), "Value Proposition") && NOT(ISPICKVAL(StageName, "Decision Maker")), true, IF( ISPICKVAL(PRIORVALUE(StageName), "Decision Maker") && NOT(ISPICKVAL(StageName, "Proposal/Price Quote")), true, IF( ISPICKVAL(PRIORVALUE(StageName), "Proposal/Price Quote") && NOT(ISPICKVAL(StageName, "Negotiation/Review")), true, false ) ) ) ) ) )
Error Message:	The stage name must be selected in the correct order.

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Lesson: 59 | Opportunity Stage Name Order Validation

Object: Opportunity | Validation Rule

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