USE CASE: Ensuring Salesforce Closed Won Opportunities List Products

Problem: Products or services purchased are missing when Opportunity is set to Closed Won

The buyer’s journey for Opportunities varies from company to company and product to product. But the goal is the same: Closed Won. And when that happens, for the Sales team closing the sale, the record becomes less “active” and more “historical.” It is usually the last time Sales adds to the Opportunity’s record.

For the sake of future analysis and customer relationship management, the record should contain as much detail as possible—especially while the closing activities are top of mind. Among those details are the products purchased and the customers’ reasons. Lacking important Closed Won details is problematic for companies and their Salesforce users.

Solution: Automatically warn the Salesforce user to include Closed Won product information

Using the Free Edition of the Data Quality Helper app, an Admin can easily create hard or soft validation rules to address various situations and inform users of the required or desired elements.

Salesforce default functionality only allows hard validation rules—if records are not properly created/updated, the save/submit is prevented. With the added functionality of Data Quality Helper, Admins have more flexibility to design unique validation rules that better serve organization goals across a number of situations, beyond this missing product information example. In addition, Admins can craft warning messages, customized by content and formatting. Finally, the app can provide a list view of all new and existing records with unresolved data validation issues—making future data cleanup easier. (Check out the Data Quality Helper Admin Guide for step-by-step instructions on how to set up validation rules.)

In this particular use case, the Admin has chosen to use a soft validation rule and customized warning empowering the Salesforce user to make a decision on how to proceed.

This warning says: “Before an Opportunity’s stage is changed to 'Closed Won,' it is recommended that at least one Product is added to the Opportunity. If this Opportunity does not require a Product, you may continue with the Save.”

Ideally, you want all the information you can get, but in some cases not having it may not be worth the cost of preventing an update of the record altogether (like with Salesforce’s default hard validation). The choice whether to use this app’s soft or hard validation is an Admin and organizational decision.

The good news is that, with Data Quality Helper, unresolved validation issues remain attached to the record. They aren’t one-time-only and just disappear. This way, it serves as a reminder to add the missing information later.

Besides enhanced data validation, this app also offers duplicate data detection and resolution that exceeds default Salesforce functionality. Plus, don’t forget to take advantage of the list view that shows all validation and duplication issues detected by the rules Admins created. Install the free version today!