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Topics#CollaborationShannon Resch's Question
Shannon Resch asked in #Collaboration
Oct 23, 2015, 3:50 PM

Validation rule preventing accounts from merging

There is a validation rule on Accounts that only allows System Admins and 3 particular Roles to edit certain fields. When a user tried to merge accounts, the validation rule kept them from doing so.

 

Is there a way to allow merging without having to turn off the rule?

 

This is the rule, which has worked successfully on the Account page so far:

 

AND(

 

$Profile.Name <> "System Administrator",

 

$UserRole.Name <> "VICE PRESIDENT OF CLIENT ACQUISITION",

 

$UserRole.Name <> "General Manager - East",

 

$UserRole.Name <> "General Manager – West",

 

OR(

 

ISCHANGED( Q1_Budget_Starts__c ),

 

ISCHANGED( Q2_Budget_Starts__c ),

 

ISCHANGED( Q3_Budget_Starts__c ),

 

ISCHANGED( Q4_Budget_Starts__c )

 

))

 

Sales, customer care, etc. will need to merge accounts.

 

Thank you in advance!
5 answers
  1. Atul Gupta (CloudVandana Solutions)
    Oct 23, 2015, 3:59 PM
    Shannon, please add the profiles of the users that will be merging accounts to this validation rule.

     

    Right now this validation rule will only allow Sys admin, Vice president, general manger east and general manager west

     

    to edit fields.
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