Universal Containers wants to prevent Opportunities from being edited once they reach the Closed/Won stage. To achieve this, the developer can use the following strategies:
Option A: Use a validation rule.
Correct Approach.
A validation rule can be created on the Opportunity object to prevent users from editing records when the Stage is Closed/Won.
The validation rule would evaluate whether the record's StageName is 'Closed Won' and, if so, display an error message when a user attempts to edit and save the record.
Example Validation Rule:
AND(
ISPICKVAL(StageName, 'Closed Won'),
ISCHANGED(ANYFIELD) // Replace ANYFIELD with specific fields if needed
)
Benefits:
Declarative Solution: No code required.
Consistent Enforcement: Applies across all user interfaces and API.
An Apex trigger can be written to check if an Opportunity record being modified has a StageName of 'Closed Won'.
In a before update trigger, the trigger can prevent the save operation by adding an error to the record.
Sample Apex Trigger:
trigger PreventOpportunityEdit on Opportunity (before update) {
for (Opportunity opp : Trigger.new) {
Opportunity oldOpp = Trigger.oldMap.get(opp.Id);
if (oldOpp.StageName == 'Closed Won' && opp != oldOpp) {
opp.addError('Closed Won Opportunities cannot be edited.');
}
}
}
Benefits:
Programmatic Control: Allows for complex logic.
Granular Enforcement: Can specify exact conditions under which edits are prevented.
Approval Processes are designed for record approval workflows.
They do not inherently prevent edits based on a field value like StageName.
Option D: Use an auto-response rule.
Incorrect.
Auto-response rules are used to send automated email responses to Leads or Cases.
They do not control record editability.
Conclusion:
The most appropriate strategies are A (Validation Rule) and B (Before-save Apex Trigger).
Both methods effectively prevent users from editing Opportunities in the Closed/Won stage.
Reference:
Validation Rules
Validation Rule Examples
Option B: Use a before-save Apex trigger.
Correct Approach.
Apex Triggers
Trigger Context Variables
Options Not Suitable:
Option C: Use an automatically launched Approval Process.
Incorrect.