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I have requirement where I have a field called Agent's name where I want to display only certain names whosover login, suppose I have names X,Y,Z,A,B,C, and D to be displayed.

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    So what have you tried before? Where are you stuck? If you haven't before, please visit the help center and read How to Ask.
    – Adrian Larson
    Jul 14, 2016 at 19:54
  • I am trying to create a formulae using IF and OR statement but would need help on this Jul 14, 2016 at 19:57
  • Please explain your use-case. What is your end goal?
    – Adrian Larson
    Jul 14, 2016 at 20:00
  • Certain login agents should only see the names and not all Jul 14, 2016 at 20:40
  • Duplicate?
    – Adrian Larson
    Jul 14, 2016 at 20:53

1 Answer 1

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If you want a formula that specifies if the running user is in a privileged group, consider Custom Permissions. See: $Permission Global Variable. Your formula would simply look like:

$Permission.MyCustomPermission
  1. Navigate to Setup > Develop > Custom Permisions.
  2. Click the New button.
  3. Specify a Label.
  4. Name will auto-populate. Replace MyCustomPermission above with that value.
  5. Click the Save button.
  6. Navigate to Setup > Administer > Permission Sets.
  7. Click the New button.
  8. Populate Label. This Name value is not particularly important.
  9. Click the Save button.
  10. Click the Manage Assignments button.
  11. Select Users as desired.
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    ; at end of formula ??
    – cropredy
    Jul 15, 2016 at 0:56
  • Ha good catch. The way that comment came through on my phone I wasn't sure what you were getting at. Now it makes sense.
    – Adrian Larson
    Jul 15, 2016 at 13:08

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