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Topics#Data ManagementJustin Carlin's Question
Justin Carlin (Fundraise Up) asked in #Data Management
Feb 23, 2018, 9:31 PM

Allow users with specific Profile to change account owner of specific Account

I'm trying to create a validation rule that allows users with a specific profile to transfer ownership of accounts that have "Advisors Excel" listed as the Partner.

 

"Partner" is a custom picklist field.

 

The profile is "Transactional/AE"

 

I do have "transfer record" permission enabled under this profile.

 

I created the following VR, but when I test it, my end user can transfer any account record - not just the specific one listed with "Advisors Excel" as the partner:

 

ISCHANGED (OwnerId) 

 

&& TEXT(Partner__c) = "Advisors Excel" 

 

&& ($Profile.Name = "Transactional/AE")

 

 
6 answers
  1. Justin Carlin (Fundraise Up)
    Feb 26, 2018, 3:31 PM
    Ok, Monday morning coffee kicked in and realized that I needed to switch the operators for the partner field and the profile name. 

     

    The following VR works:

     

    AND( 

     

    ISCHANGED (OwnerId) , 

     

    TEXT(Partner__c) <> "Advisors Excel" , 

     

    $Profile.Name = "Transactional/AE" 

     

    )
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