-
Edit to certain fields in Salesforce Process Builder?
Can certain fields be closed for edit for most of the month but be open for edit on certain days of the month? Could Process Builder help me with this? Basically, the object has 10 fields and only 2 of the fields need to be available for changes during 5 days of the month. Right now, edit access to the field is only available to admins through a validation rule.
-
This discussion was modified 8 years, 1 month ago by
Maria.
-
This discussion was modified 8 years, 1 month ago by Forcetalks.
-
This discussion was modified 8 years, 1 month ago by Forcetalks.
-
This discussion was modified 8 years, 1 month ago by
-
1 Reply
-
Hi Maria,
You can do this with the help of Validation Rule.
Suppose you have to edit "Account Name" OR "Account Number" only on 10th, 20th or 30th day of the month. So you will have to make a validation rule like the below image
Now similarly you can built the validation rule as per your scenario and make this happen.
Hope this helps you.
Log In to reply.
Popular Salesforce Blogs
Simplifying Case Management in Salesforce Service Cloud
Research shows that 68% of consumers are willing to pay more if they know they will receive superior customer service. In fact, customer service is…
A Case Study of Salesforce Health Cloud and Salesforce Service Cloud Implementation
In the rapidly evolving healthcare landscape, technology plays a pivotal role in enhancing patient care and operational efficiency. This case study explores how a physician-run…
Ensure Growth with Salesforce Implementation Partners
Salesforce is the world’s #1 CRM platform, offering a powerful ecosystem that significantly improves business productivity. It is loaded with exceptional features like lead management, opportunity management, and…
Popular Salesforce Videos
What is a Salesforce Admin?
Salesforce administrators are the gatekeepers of their employer's sales and marketing data. They create each user account and determine the proper level of access based…
Salesforce To RDS Integration Through Dell Boomi | Salesforce Tutorial
Salesforce to RDS integration through Dell Boomi. This tutorial will cover the following points - 1. Introduction Take a quick glimpse at integrating accounts from…
Salesforce CPQ Bundles - Why You Need Them and How to Create a Bundle
Salesforce CPQ stands for Configure, Price, and Quote. This tool simplifies the whole process of configuring product bundles, pricing them, and generating quotes for customers.…
