How do I restrict Users Profile edit access for Standard Field, for a specific Opportunity Record Type? - Answers - Salesforce Trailblazer Community
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Saad TanveerSaad Tanveer 

How do I restrict Users Profile edit access for Standard Field, for a specific Opportunity Record Type?

Hi, we are using field level security to restrict user access at a profile level for a specific Opportunity Record Type, the Standard field which we're trying to restrict is bu default set was a required field. The 'Required tickbox in the Field Level Security view is ticked but greyed out and cannot be amended so we can't change this from required to read only.

Thus, blocking us from 'lock down' to the edit functionality on these standard fields. Which would allow any user to potentially amend it.

Reading off from another question posted on the Community Blog. Started preparing a VR, so far i have:
AND(ISCHANGED(fieldname), $Profile.Name = "Restricted Profile") 

Thanks in advance for any help you can offer.
Best Answer chosen by Saad Tanveer
adam marksadam marks
If you ever see a field on the page layout with a blue dot next to it....nothing much you can do with that field. Some fields are simply hard coded with no options for change. If you want to lock down one of those fields then you are on the right path with a validation rule. The tricky part you may run into is if the field is required as well, which it sounds like it is. Dat aneeds to be populated in the field to save the record but after that initial data entry you can lock it down. Depending on your needs you could try something like

AND(
NOT(ISNEW()),
ISCHANGED(FieldName),
$Profile.Name = "Restricted Profile",
RecordType.Name="Your Record Type")

Not sure what your other requirements are but that should get you started.

All Answers

Steve MolisSteve Molis
That VR formula is probably your best bet under those circumstances.
adam marksadam marks
If you ever see a field on the page layout with a blue dot next to it....nothing much you can do with that field. Some fields are simply hard coded with no options for change. If you want to lock down one of those fields then you are on the right path with a validation rule. The tricky part you may run into is if the field is required as well, which it sounds like it is. Dat aneeds to be populated in the field to save the record but after that initial data entry you can lock it down. Depending on your needs you could try something like

AND(
NOT(ISNEW()),
ISCHANGED(FieldName),
$Profile.Name = "Restricted Profile",
RecordType.Name="Your Record Type")

Not sure what your other requirements are but that should get you started.

This was selected as the best answer
Saad TanveerSaad Tanveer
How do i add the Opportunity Record Type condition to the VR formula?
Steve MolisSteve Molis
@AdamMarks has you covered, show some love and hook the brother up with a "Best Answer"
Saad TanveerSaad Tanveer
Adam,
wanted to let you know the formula is working perfectly. Greatly appreciate your help.
adam marksadam marks
Awesome! Happy to help and glad the formula is working for you.
Chantal LambertChantal Lambert

@Adam Marks or @Steve Molis
Using this same VR, if I need to add one more Profile.Name in the restricted section, how would this be showing in the formula ? I tried this so far but there is a "Syntax error. Missing ')' ": 

AND(
NOT(ISNEW()),
ISCHANGED( StageName ),
$Profile.Name  <> "Professional Services" AND ($Profile.Name  <> "PS/G2 Hybrid"),
RecordType.Name="Professional Services")

Thank you,

Chantal

Shawn CarrickShawn Carrick
For anyone else with a similar issue. I had to make a tweak to the above formula in order for the validation rule to save without an error. But this successfully revoked edit access to users of a specific profile of a blue dot required field. 

AND(
NOT(ISNEW()),
ISCHANGED("Field Name"),
$Profile.Name = "Restricted Profile")