Lesson: 32 | Opportunity Stage Name Order Validation

Field

 Value

 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.

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
)
)
)
)
)
)