CRM On Demand - Administration (MOSC)

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Help to stop users taking other users' Accounts

edited Jul 10, 2015 12:06PM in CRM On Demand - Administration (MOSC) 4 commentsAnswered

Hello!

I was wondering if someone can help me please? I am struggling to make some validation work.

We have an Account field called "Account Manager", which populates with the owner of the Account. What I want is for users to only be able to change the "Account Manager" field and assign it to someone else when they actually own the Account. If they don't own it then I want to stop them taking the Account. Also, I want two roles to be able to change "Account Manager" even if they don't own the Account. The roles are: Administrator and Test Role.

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