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Topics#Sales And MarketingMatt Brown's Question
Matt Brown (Appirio) asked in #Sales And Marketing
Jan 26, 2011, 6:57 PM

Validation Rule on Account Address Changes

 Trying to create a validation rule to make sure that the Account Address is not changed if the Account Type is Customer or Prospect. The exception is for one profile.

 

I have tried many different combos and either the Account (Prospect or Customer) cannot be edited period or they can be edited and the addresses can be changed. #.Fail

 

He is my last ditch effort. Can someone jump in and show me where I am going wrong.

 

AND(

OR(

ISPICKVAL(Type , "Customer"),

ISPICKVAL(Type , "Prospect")), $User.ProfileID <> "12345678",

ISCHANGED( BillingCity ), 

ISCHANGED( BillingCountry ), 

ISCHANGED( BillingState ), 

ISCHANGED( BillingStreet ), 

ISCHANGED( BillingPostalCode )

)

 

Thanks
5 answers
  1. Matt Brown (Appirio)
    Jan 26, 2011, 7:27 PM
    Darn I was so close to that! Thanks so much Matthew. Just a minor tweak was made to get it to work.

     

    AND( 

     

    OR( 

     

    ISPICKVAL(Type , "Customer"), 

     

    ISPICKVAL(Type , "Prospect"), $User.ProfileId <> "12345678"), 

     

    OR( 

     

    ISCHANGED( BillingCity ), 

     

    ISCHANGED( BillingCountry ), 

     

    ISCHANGED( BillingState ), 

     

    ISCHANGED( BillingStreet ), 

     

    ISCHANGED( BillingPostalCode )) 

     

    )
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