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Topics#FormulasAlexandra Payette's Question
Alexandra Payette asked in #Formulas
Dec 21, 2015, 5:09 PM

Can I required a field be completed by only certain roles?

I want to make it so that our ONLY our sales reps are required to enter the "industry" field on all accounts. I cannot require the field be completed globally, however, because our customer service reps will not know this information. Is there a way to make it so that certain fields are required to be completed by a certain role or specific individuals? 
1 answer
  1. James Loghry
    Dec 21, 2015, 5:45 PM
    The declarative solution is to utilize a separate page layout for your sales reps (versus other profiles).  With this approach, you could use the page layout to mark the Industry field as required on your sales reps' page layout, and leave required unchecked for the other page layouts.

    Alternatively, you could use a validation rule and the $Profile global variable to determine the running user's profile.  If it's a sales rep and the Industry field is blank, then display an error.

    Last, you could implement this using the addError method in a trigger as well.
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