I am trying to create a validation rule that will require a date field (renewal date) be populated before an Opportunity can be closed as won if a product from a particular family (Software) is included in the Opportunity. Basically forcing a sales agent to select a renewal date if they are including a renewable SaaS product in the Opportunity (as opposed to say hardware or a one time service fee).
What I have currently is failing, " Error: Field Product2 does not exist. Check spelling." Slight variations produce the same error (for example Product2_Family__ etc etc). Is it not possible to include Product family in a validation rule for an Oppty? Or is the issue the use of "TEXT". Picklist wouldn't work here - so what might it be?
AND( IsClosed = TRUE, IsWon = TRUE, TEXT(Product2.Family, "software"), ISBLANK(Renewal_Date__c))