1

I have only 1 profile that i need to disable this option, as I dont want them to be able to change the ownership for: Accounts, Leads, Opportunity

But when i try to do it as I would do a different field, i dont have the option to select read only, is this because if the user creates a new one, the system will not be able to save this user as owner? if this is right the only way to restrict this will be with page layouts?

enter image description here

1

You can use a validation rule:

AND($Profile.Name='Some Profile',ISCHANGED(OwnerId))

While they'll be taken to the change owner screen, as normal, when they to save the change, they'll be given an error message instead.

You could also use a trigger to prevent ownership change, or you could set up multiple page layouts (as you've already observed), but a validation rule or trigger is the only way to prevent any unauthorized access to changing ownership.

This validation rule will allow the user to still create records, as ISCHANGED appears to only work on updates.

  • Awesome, i didnt think in the idea of the validation, I think that is a better approach than creating multiples page layouts, i think in the long term having too many layouts can get painful to manage, Thank you! – manza May 16 '16 at 0:54
  • @manza You're welcome. The best part about salesforce is there's usually more than one way to do something once you get to know all the features pretty good. – sfdcfox May 16 '16 at 1:00

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.