Question

UC has a requirement that an opportunity should have a field showing the value of its associated account's billing state. This value should not change after the opportunity has been created. Is there a recommended solution to configure this automated behavior?

Answer 1

The recommended solution is to use validation rules in Salesforce to enforce the requirement that the associated account's billing state field has a value and cannot be changed after the opportunity has been created.

Step-by-step explanation:

The recommended solution to configure the automated behavior in this case is to use validation rules in Salesforce. A validation rule ensures that certain conditions are met before a record can be saved. In this scenario, you can create a validation rule to check if the associated account's billing state field has a value when an opportunity is created and make it read-only after that.

Here's an example of how you can set up the validation rule:

1. Create a new validation rule on the Opportunity object.
2. Set the rule criteria to 'ISNEW() && ISBLANK(Account.BillingState)'
3. Add an error message to inform users that the billing state field of the associated account cannot be blank.
4. Optionally, make the billing state field read-only using field-level security settings.

By implementing this validation rule, you can enforce the requirement that the associated account's billing state field must have a value and cannot be changed after the opportunity has been created.