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Jennifer.Schnell
Account Validation Rule Restrict Profile and Specific User
I am trying to create a validation rule for the below:
1) Only certain profiles and Tom Smith may select the picklist value "Strategic"
2) Once an account is designated as "Type = Strategic", only the above listed profiles/users may change it back to another value.
Below is what I have so far, looking for assistance on how to add a specific "user" to the below as well as #2 above.
AND(
ISPICKVAL( Type , "Strategic") ,
$Profile.Name <> "System Administrator Master",
$Profile.Name <> "Sales Administrator",
$Profile.Name <> "CSM System Administrator"
)
1) Only certain profiles and Tom Smith may select the picklist value "Strategic"
2) Once an account is designated as "Type = Strategic", only the above listed profiles/users may change it back to another value.
Below is what I have so far, looking for assistance on how to add a specific "user" to the below as well as #2 above.
AND(
ISPICKVAL( Type , "Strategic") ,
$Profile.Name <> "System Administrator Master",
$Profile.Name <> "Sales Administrator",
$Profile.Name <> "CSM System Administrator"
)
If you have several profiles and a specific user, a custom permission is the best approach to cover both requeriments. It will be easier to maintain in the future without modifying the validation rule every time. Please review this answer from Deepak Anand:
https://success.salesforce.com/answers?id=9063A000000DXeZQAW
Hope it helps,
David
All Answers
If you have several profiles and a specific user, a custom permission is the best approach to cover both requeriments. It will be easier to maintain in the future without modifying the validation rule every time. Please review this answer from Deepak Anand:
https://success.salesforce.com/answers?id=9063A000000DXeZQAW
Hope it helps,
David
For requirement #1 something like this:
AND(
CASE(
"Strategic", 1,
0
) = 1,
$Permission.Restricted_Picklist
)
For requirement #2 follow the screenshots in URL under text "In order to get the last line done, you will need to create a Custom Permission like as below:". With this configuration you will disallow value "Strategic" in field "Type" for Accounts only for those Profiles that have a custom permission named "Restricted_Picklist".
we have text area long field in that if we enter www.hpe.com url it has to save else if we enter any other url other than that it should restrict, how can we write validation rule for this.
please help me on this