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    Activity › Forums › Salesforce® Discussions › How to prevent a user from creating a new account in Salesforce?

    Tagged: Account Object, Account Permissions, Accounts in Salesforce, Custom Object Permissions, Permissions Set, Salesforce Accounts, User Permissions

    • Salesforce® Discussions

      How to prevent a user from creating a new account in Salesforce?

      Posted by Rahul on April 16, 2018 at 9:48 AM

      HI,

      can we prevent a user to create a new account; but he can update the account in sfdc?

      if yes then plz share me any example.

      Thanks,

      rahul

      Parul replied 7 years, 6 months ago 5 Members · 7 Replies
      • Account Object
      • Account Permissions
      • Accounts in Salesforce
      • Custom Object Permissions
      • Permissions Set
      • Salesforce Accounts
      • User Permissions
    • 7 Replies
    • Manpreet

      Member
      April 16, 2018 at 11:37 AM

      Hi rahul,

      You can simply remove Create permission from Account Object on the profile of that user.

      Thanks.

    • Rahul

      Member
      April 17, 2018 at 6:37 AM

      Hi,

      thanks for reply.

      But i want that only one person can create accounts, other can do update but not create new. so removing create permission from profile is time taking process. can i handle it through trigger or validation?

      Waiting for reply.

    • Rahul

      Member
      April 17, 2018 at 7:53 AM

      i want to handle on user basis not by profile.

    • PRANAV

      Member
      April 17, 2018 at 8:31 AM

      Hi Rahul,

      Yes you can create a validation rule on Account object

      Please make you validation rule like the below imageacc1

      So only User with LastName = guestadmin AND FirstName = 'pb' can create account records. Other User can face the validation error like the below image

      acc2

      Hope this helps you. Thanks

    • Rahul

      Member
      April 25, 2018 at 7:04 AM

      Thanks pranav.

    • shariq

      Member
      September 20, 2018 at 6:57 PM

      Hi,

      There are various methods to do it, but best is to do it without any coding.

      Just remove the permission of create from Account sobject on the profile of that user.

      Hope this helps.

    • Parul

      Member
      September 20, 2018 at 7:02 PM

      Adding some steps:

       

      use this steps may be help you:

      Step 1:- Remove the Create permission on the Lead object

      Step 2:- Create the Checkbox field on the Lead object (Default=Checked) & Create the checkbox field on the Account object (Default=Unchecked)

      Step 3:- Set up the Field mapping between Lead & Account field

      Step 4:- Make the Field read only or hide it from the pagelayout

      Step 5:- Create the validation rule on Account to block the User to create the Account from scratch or any other source, only exception is for Accounts that getting created from Lead conversion something like this:-

      AND(
      $Profile.name<>"System Administrator",
      Checkbox=False,
      ISNEW())

      Let me know if you need any help.

      Thanks

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