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I have these stages in my Opportunity (0-Prospecting, 1-Presentation, 2 - Scoping, 3 - Prospecting, 4 - Closed). The below VR is such that only sys-admins can lower the stage from any stage. However, it is not working for Sys-admins as well, as even they cannot change the stage. Kindly let me know where I am wrong :-

OR
(AND
(ISCHANGED(StageName),
ISPICKVAL(PRIORVALUE(StageName), "0. Prospecting"),
Intro_Meeting_Accepted__c = FALSE),
(AND
(ISCHANGED(StageName),
ISPICKVAL(PRIORVALUE(StageName), "1. Presentation"),
Sales_Process_Document_Part_A_B__c = FALSE)),
(AND(
ISCHANGED(StageName),
ISPICKVAL(PRIORVALUE(StageName), "2. Scoping"),
Sales_Process_Doc_Part_C__c = FALSE)),
(AND(
ISCHANGED(StageName),
ISPICKVAL(PRIORVALUE(StageName), "3. Proposal"),
SOW_MSA__c = FALSE)),
(AND(
ISCHANGED(StageName),
ISPICKVAL(PRIORVALUE(StageName), "4. Closing"),
PO_has_been_received__c = FALSE))
)&&
NOT(ISPICKVAL(StageName, "Closed Lost"))&&
NOT(ISPICKVAL($User.User_Type__c, "Administrator"))

1 Answer 1

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You should use the system administrator profile name in the validation rule within a separate AND function.

Example:

NOT($Profile.Name <> "System Administrator")
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  • You mean something like this? ISPICKVAL(PRIORVALUE(StageName), "4. Closing"), PO_has_been_received__c = FALSE)) )&& NOT(ISPICKVAL(StageName, "Closed Lost"))&& NOT($Profile.Name <> "System Administrator")
    – Rajsxx
    Commented Feb 13, 2020 at 8:46

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