Validation Rule - to prevent a certain user from becoming an Opportunity Owner

Question

I would like to prevent users from moving Opportunity Ownership into one particular user. e.g. To stop all users from moving ownership of an Opportunitiy into user 'Bob' (User ID = 123456)

Amnon Kruvi · Accepted Answer

Hi Serena,

You should be able to utilise a validation rule for this. Let's try this:

AND (
    ISCHANGED(OwnerId),
    Owner.username = 'bob@bobinc.com'
)

I'd prefer using the username to the ID, as it's more readable.

Validation Rule - to prevent a certain user from becoming an Opportunity Owner

Data Management

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