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How do you make opportunities read only when there is a field update change
Currently Opportnities are public with Create.Read, Edit & Delete permissions for all users.
We want to keep it that way for oppruntities that are pending or closed lost.
We do want to have Opportunities that are Closed Won to become Read Only for Sales and Marketing.
The only profle that would be able to edit Closed Won Opportunities would be Accounting users.
Any ideas?
We want to keep it that way for oppruntities that are pending or closed lost.
We do want to have Opportunities that are Closed Won to become Read Only for Sales and Marketing.
The only profle that would be able to edit Closed Won Opportunities would be Accounting users.
Any ideas?
Approach # 1 - Using Validation Rules
You could write a simple validation rule on Opportunity that checks for Opportunity.Status = 'Closed Won' and displays an error message thus restricting the User from makign any changes. The rule would be as follows. This is a more reactive approach rather than a proactive one. In case you need the behaviour to be proactive use approach # 2
Approach # 2 - Using Workflows and Record Type
The solution revovles around changing the Page Layout of an Opportunity to a Read Only layout once is is saved with the Status = Closed Won. The approach would be as follows.
1. Create 2 Record Types - Working Opportunity and Won Opportunity.
2. Also create 2 Page Layouts - Working Opportunity Layout and Won Opportunity Layout. Both these layouts would exactly contain the same fields except that the fields on the Won Opportunity Layout would be Read Only.
3. Assign the respective Page Layouts to their respective Record Types created in steps #1 and #2. Ensure that the Working Opportunity is set as the Default Record Type for Opportunity.
4. Create a workflow on Opportunity which fires on the criteria {!Opportunity.Status} = "Closed Won".
5. Add a Workflow field update action to the workflow in #4. The action updates the RecordType field on Opportunity, to the Won Opportunity Layout. When this record type assignment happens the Won Opportunity Layout would automatically be assigned making the Opportunity record Read Only.
Let me know if that helps you resolve the issue.
All Answers
Check the links below
https://help.salesforce.com/articleView?id=security_sharing_cbs_about.htm&type=0
https://help.salesforce.com/articleView?id=security_sharing_rules_create_opp.htm&type=0 (https://help.salesforce.com/articleView?id=security_sharing_rules_create_opp.htm&type=0 )
https://www.youtube.com/watch?v=JTrkKziqh90
Let me know if it helps.
Best,
Nithesh
Approach # 1 - Using Validation Rules
You could write a simple validation rule on Opportunity that checks for Opportunity.Status = 'Closed Won' and displays an error message thus restricting the User from makign any changes. The rule would be as follows. This is a more reactive approach rather than a proactive one. In case you need the behaviour to be proactive use approach # 2
Approach # 2 - Using Workflows and Record Type
The solution revovles around changing the Page Layout of an Opportunity to a Read Only layout once is is saved with the Status = Closed Won. The approach would be as follows.
1. Create 2 Record Types - Working Opportunity and Won Opportunity.
2. Also create 2 Page Layouts - Working Opportunity Layout and Won Opportunity Layout. Both these layouts would exactly contain the same fields except that the fields on the Won Opportunity Layout would be Read Only.
3. Assign the respective Page Layouts to their respective Record Types created in steps #1 and #2. Ensure that the Working Opportunity is set as the Default Record Type for Opportunity.
4. Create a workflow on Opportunity which fires on the criteria {!Opportunity.Status} = "Closed Won".
5. Add a Workflow field update action to the workflow in #4. The action updates the RecordType field on Opportunity, to the Won Opportunity Layout. When this record type assignment happens the Won Opportunity Layout would automatically be assigned making the Opportunity record Read Only.
Let me know if that helps you resolve the issue.
This should definitely help you fix the issue.