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Validation rule for edit rights for multiple profiles on Opp Stage moved to Closed Won
I have been trying to add extra "allowed to edit" profiles to the rule whichalready works fine for just sys admin to have this right.
I cannot seem to get the right formula (tried many formats) to achieve a working version of this:
AND(
OR (
$User.ProfileId != "00ed0000000vQrA" ,
$User.ProfileId != "00e69000002MqRI" ,
$User.ProfileId != "00e1r000001RTKA" ,
$User.ProfileId != "00e69000001uDdW" ,
ISCHANGED(StageName),
TEXT(StageName) = "Closed Won"))
I looked at Permission sets, doesnt seem to offer this exact use.
I copied other examples to adapt- no success. Any help much appreciated please.
I cannot seem to get the right formula (tried many formats) to achieve a working version of this:
AND(
OR (
$User.ProfileId != "00ed0000000vQrA" ,
$User.ProfileId != "00e69000002MqRI" ,
$User.ProfileId != "00e1r000001RTKA" ,
$User.ProfileId != "00e69000001uDdW" ,
ISCHANGED(StageName),
TEXT(StageName) = "Closed Won"))
I looked at Permission sets, doesnt seem to offer this exact use.
I copied other examples to adapt- no success. Any help much appreciated please.
P.s: I recommend you to use Profile.Name... because the ID can change from one environment to another.
P.s2: I don't know if this is your case, but maybe you need to add ISPICKVAL(PRIORVALUE (StageName), "Closed Won") to include cases where the field is already with"Closed Won" chosen.
These link has some examples that may help you.
https://help.salesforce.com/s/articleView?id=sf.fields_useful_validation_formulas_oppty_mgmt.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.customize_functions_i_z.htm&type=5
Try Below Validation Please Mark It As Best Answer If It Helps
Thank You!
Any suggestions please?
AND(
OR (
$Profile.Name <> 'xx - AE - Global - MAN',
$Profile.Name <> 'xx - AE - BNL - MAN',
$Profile.Name <> 'System Administrator'),
RecordTypeId = "012690000015cA0",
ISCHANGED(StageName),
ISPICKVAL(StageName, "Closed Won"))