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need for only users assigned to 2 certain roles can create ‘private’ Contacts (Contact records with no associated Account). 
1 respuesta
  1. 8 abr 2015, 7:24
    Hi Anvesh,

    Here is the Validation Rule Error Condition Formula that you can use. Just replace the exact Role Ids for the two roles which can create contacts without an Account.

     

    IF(ISBLANK( AccountId ) && ($User.UserRoleId == [RoleId1] || $User.UserRoleId == [RoleId2]), False, True)

    Thanks

    AR

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