My validation rule, I am playing around. Should activate only when June 15/2018 or June 16 2018. But it activates for any date. Not sure why.

OR(ISPICKVAL( StageName , "1 - Prospect"), 
ISPICKVAL( StageName , "2 - Strategy/Proposal Generation"), 
ISPICKVAL( StageName , "3 - Proposal Submitted"), 
ISPICKVAL( StageName , "4 - Negotiation") ) && 
OR(RecordTypeId ="008xzZ",RecordTypeId ="001ZUOX") && OR( 
DATE( YEAR(CloseDate),MONTH(CloseDate),DAY(CloseDate)) <> DATE(2018,6,15), 
DATE( YEAR(CloseDate),MONTH(CloseDate),DAY(CloseDate)) <> DATE(2018,6,16))

Validation rules go off if they evaluate to true. The salient portion of your formula:

   DATE(YEAR(CloseDate),MONTH(CloseDate),DAY(CloseDate)) <> DATE(2018,6,15), 
   DATE(YEAR(CloseDate),MONTH(CloseDate),DAY(CloseDate)) <> DATE(2018,6,16)

will evaluate to true for any date other than 2018-06-15 and 2018-06-16. You need to simply invert the logic by changing <> to =. (Also, CloseDate is already a Date value).

As an aside, formulas become incredibly hard to read when you mix && operator style and OR() function-style logic. Sticking with one style and using indentation to show the level of nesting helps make the formula more readable.

  • 1
    Spot on, and don't forget to use references for those recordtype names instead of hard-coding the IDs.
    – JaredT
    Jun 8 '18 at 19:29
  • Can i use CEILING(MONTH(TODAY())/3) to get march, june, september, december?
    – nameishi
    Jun 8 '18 at 19:32
  • I don't really follow, @nameishi, but that sounds like a separate question.
    – David Reed
    Jun 8 '18 at 19:35

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