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roysmith601.3493067652527424E1roysmith601.3493067652527424E1 

Help: “New” Button on account object should check user profile when user try to create new account

Hi,
I have a requirment that when user try to create account with “New” button then the system should only check user profile and if the user profile = Administrator then it only let admin to create new account otherwise it should throw a error that “you don’t hacve permission”

I am confused that how I am going to solve this requirment.

please help me
thanks

Ritesh AswaneyRitesh Aswaney

A validation rule on Account should suffice

 

AND(
ISNEW(),
$Profile.Name != 'System Administrator'
)

roysmith601.3493067652527424E1roysmith601.3493067652527424E1

Thanks for your help. if i have to add multiple progfile then how i am to add this on validation rule?

I am new to salesforce so please help me.

thanks

 

Ritesh AswaneyRitesh Aswaney

AND(
ISNEW(),
$Profile.Name != 'System Administrator',

$Profile.Name != ''PROFILE 1 NAME' ,

$Profile.Name != 'PROFILE 2 NAME',

... Just keep adding all the Valid Profiles here
)

roysmith601.3493067652527424E1roysmith601.3493067652527424E1

I create this validation rule but when i try to create new Account with New Button then I am able to create new account.so its not working actually, it should working like that if I have profile name = "Profile 1" and i dont have permission to create new account then it should dsiplay error that I dont have permission to create new account.

thanks

please help

Ritesh AswaneyRitesh Aswaney

If the USer Profile doesnt have permissions to create an Account, they wont be permitted to create an Account anyways. You don't have to explicitly write a validation rule to prevent this.