I have Two business requirements
1) Leadership team asked me to prevent updating of Sales Stages manually
2) Sales Stages should be updated as result of Logging of Activities
So, I came with following solution
First I have written Validation Rule, which is
AND( NOT(ISNEW()), ISCHANGED(StageName) )
this rule is working fine, nobody can modify sales stages anymore.
Now off to Process Builder
- Object = Task
- Criteria = Set Conditions
[Task].Status = Picklist Value = Completed [Task].WhatID(related to) = starts with = 006 (opportunity object key prefix) [Task].Subject = String = Call
- Choose Related opportunity record
Criteria for updating record
Updated Records Meet all Conditions stage = picklist = prospecting (1st stage)
Set New Field Values
Stage = picklist = Contacted (2nd Stage)
My process builder is working fine too...just that i have to disable validation rule otherwise process fails to execute.
Kindly guide me as to how to achieve these objectives.
Kind Regards Prashant