Data Management: Scenario 1

[ScenarioIntro]

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[sc:Scenario ]

Many sales reps have marked deals as closed/won, but have not updated the close date accurately.  Therefore, sales management would like to enforce that whenever a deal is marked as closed/won, the close date must be within 30 days in the past, or a date in the future.  This rule should only impact users when the stage is changed to closed/won.

[sc:ScenarioSuccessCriteria ]

1. When an opportunity stage is change to closed/won, the close date must be within the last 30 days or in the future.
2. When an opportunity is updated and the stage is not changed, no validation should occur.

[button link=”http://beta.certifiedondemand.com/data-management-scenario-1-solution/”]Scenario Solution[/button]

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