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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario we need to add a validation rule when a user marks an Opportunity as ‘Close as Won’.

The validation rule states that there must be at least one user with the role ‘Sales Professional’ associated with the Opportunity. You can see in the screenshot that the user John Grace has the role ’Sales Professional’ so the validation rule would pass. 

Otherwise it would fail and display an error message to the user who tried to mark the Opportunity as ‘Close as Won’

View this article in full on our support portal