Salesforce Opportunity Stages

Salesforce opportunity stages describe the high-level phases within the sales process. The opportunity tab in Salesforce captures potential and ongoing deals currently pursued by the sales team in the organization. The Opportunities tab provides holistic progress of each value being followed and helps manage team effort spent per deal. No two sales team members approach the same client for the same opportunity, thus increasing the sales team’s efficiency.

Further, since opportunities are tracked on a real-time basis thus each opportunity’s progress is as accurate as it can get, and management can view each opportunity’s progress with accuracy. Every deal undergoes various sales stages as per the organization’s sales process before it is closed; these stages are termed “Opportunity Stages” in Salesforce. It is highly recommended that each business defines and customizes the sales process as per the firm’s business requirements, as shown below.

Steps to customize your own sales process

Step 1: Go to Setup, search for path settings, and enable “New Path.”

Step 2: Select “New Path.”

Step 3: List the Path Name and API Reference Name and select “Object Name.” Then, select the “Record Type” and the “Picklist Field” for which you want to customize a new path. Lastly, click on “Next.”

Step 4: Customize the “Positions” and “Stages” as per your business requirements.

Step 5: Activate your path and click on “Finish” 

Step 6: You can see the created path from the path settings 

Conclusion

A firm can increase its sales process productivity through Salesforce functionalities by automating various sales stages while pursuing an opportunity. 

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Validation Rule in Salesforce

Validation Rule in Salesforce helps implement standardization of data captured in the data fields as per the business’s requirement; thereby improving the data input quality of the saved records. This rule is best explained via an example as follows: Business Requirement is to capture the date of birth in the following format DD/MM/YY; however, if the validation rule is not applied then the user can input data in MM/DD/YY or in YY/MM/DD format. With the application of the Validation Rule, the user will receive an error message while trying to save the data in any other format apart from the format required by the business. This rule can be implemented to standardize data for every object present in Salesforce.

What is a Validation Rule made of?

The validation rule consists of the below-mentioned elements:

1. Object: Fields where the data is stored and where the validation rule will perform its field checks to standardize the data as per the business requirement.

2. Formula: A formula is evaluated for the specific business requirement that is to be met. If the formula evaluates to true then an error message is thrown or else it gets saved in the database.

3. Error Message & Error Location: The error message gets displayed on whichever data field does not meet the business requirement.

Following are the steps to implement a validation rule for a certain object:

Step 1: Go to Setup -Enter Object Manager in a quick box -Select Account (Any Object which you want to make validation).

Step 2: Select the validation rule from the left sidebar.

Step 3: Click on “New”.

Step 4: Enter a name for the rule. 

Step 5: The Error Condition Formula section defines the business criteria to validate the data. To check the formula or expression for error click on Check Syntax.

Step 6: In the Error, message section defines the error message and the position of the error message, which will appear when the user enters the wrong data.

Step 7: Click on “Save”.

Let’s take an Example 

Case: The email field should not be blank in the contact record  as shown below:

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