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Matheus Antonio
How to prevent account creation by using profile and recordtype?
Hello everyone!
I've been thinking about how to prevent account creation by using profile and recordtype. In the object Account I have two recordtypes: "Example 1" and "Example 2". In my ORG there are 2 profiles such as "System Administrator" and also "Customer Service" .What I need to do is basically:
- If I'm logged in with profile "System Administrator" or "Customer Service" I'm allowed to create an account "Example 1" or "Example 2"(recordtype) on Salesforce.
Thank you guys in advance. Have a good one.
I've been thinking about how to prevent account creation by using profile and recordtype. In the object Account I have two recordtypes: "Example 1" and "Example 2". In my ORG there are 2 profiles such as "System Administrator" and also "Customer Service" .What I need to do is basically:
- If I'm logged in with profile "System Administrator" or "Customer Service" I'm allowed to create an account "Example 1" or "Example 2"(recordtype) on Salesforce.
Thank you guys in advance. Have a good one.
Please Try Below Trigger to Prevent
Please Update Code According to your recordType Name name and profile name.
Please let me know if you face any issue. You can email me on "sonihemant.jaipur@gmail.com".
Thanks
Hemant
All Answers
Please Try Below Trigger to Prevent
Please Update Code According to your recordType Name name and profile name.
Please let me know if you face any issue. You can email me on "sonihemant.jaipur@gmail.com".
Thanks
Hemant
You can make this in each profile, defining the record type each profile have access.
Go to Setup -> Profiles -> Your Profile.
Go to Record Type Settings Section and click Edit next to "Account"
Change the Record Type between Available and Select columns, according with the profile permissions.
If it helped solve your solution, please mark as best answer.
Best Regards