Help! I need to Lock an Opportunity after Close!

Posted on February 20, 2008 - Filed Under Salesforce.com | 1 Comment

Problem: We’re using a “Closed Won” Opportunity as a financial booking and we need a way to lock the record from people editing it once it reaches this state. This also means we can’t allow people to modify the Opportunity LineItems (aka Opportunity Products).
Solution: Validation Rules to the rescue!
I originally searched Google […]

Read More..>>

Salesforce.com: Start and Approval Process from custom links and buttons

Posted on February 1, 2008 - Filed Under Salesforce.com | 1 Comment

At one company we have adopted an Opportunity close process using Approval Processes. It is a smallish (70 person) company which uses a desktop finance package and relies on Salesforce.com for the majority of the bookings reporting. To make the data more reliable there is now a process that requires the approval process […]

Read More..>>