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I've a use case where Users having a PermissionSetAssignment X should not be allowed to be made owner of a custom object record by another users. I'm able to do this using a trigger but I've to make it work using configuration. How can I achieve this using validation rule or any other config concept (The Lookup field is based on User and Group and lookup filters can't be used here).

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Validation rules can reference custom permissions and custom permissions can be assigned to permission sets

so, a rule could look like

$Permission.Owner_Change_Restricted

where Owner_Change_Restricted is a custom permission assigned to a permission set possessed by some users

Personally, I prefer to make my permissions named something positive, so the validation rule would be:

NOT($Permission.Owner_Change_Enabled)

and custom permission Owner_Change_Enabled assigned to permission sets for users that can change ownership.

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  • Let's suppose we have a user A with Permission Set X and another user B with permission set Y. If user A tries to make user B and owner of a record, he shouldn't be able to do it. Using $Permission in validation rule will reference custom permission of User A and I need to verify Permission of User B when logged in with User A. Dec 2, 2020 at 5:40
  • Ah, I misunderstood your requirement. To do declaratively, use a before save Flow that does the check and if not valid, sets a checkbox on the object Is_Invalid_Change__c that a Validation Rule can then test and render an appropriate error message. Flow can query the target user and relevant permissionsetassignment object.
    – cropredy
    Dec 2, 2020 at 6:55
  • Creating a new field would require design changes and approval. Seems that going through apex is the only way here not to break the existing design and functionalities. Dec 2, 2020 at 9:21
  • Best I can come up with for your request for a declarative solution:-)
    – cropredy
    Dec 2, 2020 at 14:16

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