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Scenario Overview

In this scenario our business requirement is to validate that the Estimated Close Date on the Opportunity record cannot be set to a date before the create date.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • We create a formula that fires on the create & update events of the Opportunity entity
  • The formula needs to execute on the client-side (i.e. when user tabs out of date field)
  • The formula needs to execute on the server-side (i.e. if importing a CSV file, or via a 3rd party integration, etc.)
  • We set the Mode to Client Side & Server Side to meet the above requirements.
  • When the formula executes it makes the date comparison & if it fails shows an error message



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