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salesforcesalesforce-lightning

How to handle HOLD projects in Salesforce?

Below are the stages of my Opportunity in the Salesforce system.

  • Identified
  • Qualified
  • Specified
  • Proposal
  • Follow Up
  • Close

I need to mark my opportunities which are on HOLD. I felt adding HOLD as a stage is not a good idea as at any point Opportunity can go on hold. Is there some other way to mark projects which are on hold? I am new to Salesforce. Please help.

Thanks Niki

Solution

  • If "HOLD" is a truly state of your opportunity there is no problem to create this new Status value. Otherwise, if you're not comfortable with this approach, you can create a new Checkbox field named "On Hold". If you decide for this approach, considerer one of the bellow:

    1. create a validation rule to avoid change the Opportunity Status while the opportunity "On Hold" checkbox is selected or;
    2. create a workflow (or Process Builder) to assign Unchecked (false) to "On Hold" field always the opportunity status is changed.