Salesforce - Using the ISCHANGED function in a Validation Rule
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- Опубліковано 16 кві 2022
- Sample video on how to use the ISCHANGED formula in a Validation Rule
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how todo it for this " . Parked End Date must be filled when the Stage is changed to Parked
Hi, I'm trying to limit users apart from admins to change the opportunity owner. I also have a flow in place to change the oppty owner when a lead has been accepted through the omni-channel so the opportunity owner matches the lead owner. However, the validation rule is not allowing the flow to change the oppty owner to change to the agent that accepted the lead from omni. Can you help with this please?
ISCHANGED(OwnerId)
&& NOT($Profile.Name == "System Administrator")
&& NOT($Profile.Name == "System Developer")
I have this in place atm, which works fine, its not allowing anyone apart from the exception to change the oppty owner but its now affecting the flow.
@@iRivzzz Hey there,
Do you know which user is the system runs the process for omni channel? It might be something like "B2B Integration User" or something like that. I'd turn your validation rule off and run the reassignment from omni. Check the "last modified by" field to see which user is triggering the change.
what about if you want to limit who is closing won or closing lost the opportunities? I'm using this but is not triggering and is still letting standard users close opportunities
Hey Maddie,
Use this for your Validation rule.
AND(
OR(
ISPICKVAL(StageName, "Closed Lost"),
ISPICKVAL(StageName, "Closed Won")
),
$User.Id "enter id here"
)
**** On a validation rule you can scroll down to the "System" area instead of picking a field and choose the $User which means the "Current User". You can set this rule up in a couple different ways depending on if the users you want to prevent from closing/winning an opp have the same profile, role, etc. If its just two specific users you can use the $User.Id and reference their User ID. If you are blocking more than once user via ID make sure to use another OR statement like this:
AND(
OR(
ISPICKVAL(StageName, "Closed Lost"),
ISPICKVAL(StageName, "Closed Won")
),
OR(
$User.Id "enter id here",
$User.Id "Enter 2nd Id Here"
)
)
@@salesforcetips2174 omg!! bingo!! thank you soooo much!!! I have been trying this for days!
@@whatmadderstomaddie8552 woooooo!