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Rachel Linder 8Rachel Linder 8 

Need a Validation Rule To Allow Only the System Administrator Profile to Edit Specific Account Record Types

We have the following record type for Accounts:

Holding Company
Main Agency
Local Agency
Advertiser

What we need is a validation rule that allows only the System Administrator to EDIT those record types? Hhow do I write this rule?

 

Best Answer chosen by Rachel Linder 8
Raj VakatiRaj Vakati
Then use this  
AND(

OR( $RecordType.Name = "Holding Company",
   $RecordType.Name = "Main Agency"
)
   ,NOT($Profile.Name = "System Administrator") ,
 
   NOT(ISNEW())
   )

 

All Answers

Raj VakatiRaj Vakati
Use this 
AND(

OR( $RecordType.Name = "Holding Company",
   $RecordType.Name = "Main Agency",
   $RecordType.Name = "Local Agency",
   $RecordType.Name = "Advertiser"
)
   ,NOT($Profile.Name = "System Administrator") ,
 
   NOT(ISNEW())
   )

 
Rachel Linder 8Rachel Linder 8
@Raj, is this rule stating that only the System Administrator can edit all records types? We want to the System Administrator to be able to edit all Account Record Types but limit all other profiles from editing just Holdng Company and Main Agency. 
Raj VakatiRaj Vakati
Then use this  
AND(

OR( $RecordType.Name = "Holding Company",
   $RecordType.Name = "Main Agency"
)
   ,NOT($Profile.Name = "System Administrator") ,
 
   NOT(ISNEW())
   )

 
This was selected as the best answer
Rachel Linder 8Rachel Linder 8
Thank you :) I was thinking it was just as simple as removing the other 2 record types.
Raj VakatiRaj Vakati
welcome .. close this thread