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JakesterJakester 

Help with account owner validation rule

Hello,

 

I'm trying to make it so that the Accounts with a type of Customer can only be owned by someone in the Sales profile. I don't see a way to restrict by profile, so the closest I've come is to call out user ids, with the following validation rule:

 

 

and(case(OwnerId,
"005500000011YxTAAU",false,
"005500000011YxbAAE",false,
"005500000011YB4AAM",false,
"005500000011YxRAAU",false,
"005500000011YxhAAE",false,
"005500000012etTAAQ",false,
"005500000011YAkAAM",false,
true)
, ispickval(Type,"Customer")
)
 This fails with "Error: Incorrect argument type for function case()." Help - what am I doing wrong?
 
 
 
 
 


Best Answer chosen by Admin (Salesforce Developers) 
rpr2rpr2
Here is what I think will work.  No syntax errors, but untested.
 
OwnerId<>"005500000011YxTAAU" &&
OwnerId<>"005500000011YxbAAE" &&
OwnerId<>"005500000011YB4AAM" &&
OwnerId<>"005500000011YxRAAU" &&
OwnerId<>"005500000011YxhAAE" &&
OwnerId<>"005500000012etTAAQ" &&
OwnerId<>"005500000011YAkAAM" &&
ispickval(Type,"Customer")
 


All Answers
Steve :-/Steve :-/
What about using the User's Profile.Name?  
 
I wrote this to give certain user Profiles and Opportunity Types an exemption from a requirement that New Opportunities must start below 50% Probability.
 
 
AND (ISNEW(), Probability >= 0.50,
NOT( $Profile.Name = "System Administrator"),
NOT( $Profile.Name = "CSDS Executive Support"),
NOT( $Profile.Name = "Executive Support"),
NOT( $RecordType.Name = "Bundle Sales Opportunity") )
 
 You might be able to Reverse Enginieer it to lock down Custom Accounts to except Sales Users
 


JakesterJakester
The problem isn't with not letting a particular user change the record - the problem is with letting the Owner be somebody not in Sales.
Message Edited by Jakester on  06-19-2009 07:56 PM


Steve :-/Steve :-/
Ugh!  you're right...  and it looks there's no handle to the $Owner.Profile (like there is with $User)
 
 


JakesterJakester
Yeah, and I can't even get it to work when I call out specific userIDs, either - any ideas anyone?


rpr2rpr2
I was able to create a rule testing for myself as being the only valid owner and it worked - using this syntax:  
OwnerId<>"005700000011kmP"
 
You should be able to add onto this to accommodate multiple IDs.


rpr2rpr2
Here is what I think will work.  No syntax errors, but untested.
 
OwnerId<>"005500000011YxTAAU" &&
OwnerId<>"005500000011YxbAAE" &&
OwnerId<>"005500000011YB4AAM" &&
OwnerId<>"005500000011YxRAAU" &&
OwnerId<>"005500000011YxhAAE" &&
OwnerId<>"005500000012etTAAQ" &&
OwnerId<>"005500000011YAkAAM" &&
ispickval(Type,"Customer")
 
This was selected as the best answer
JakesterJakester
You rock!! Thanks so much!