I have some fields on the customer object where it's value is based on synchronizing with Salesforce Accounts. That data needs to be visible for our PMs but I don't want it editable. This seems obvious but I can't find out to do this either by profile or across our entire instance.
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Garret,
Profiles do not allow you to specify if a field is editable or not but you can create a Validation Rule that does not allow the field to be edited by anyone (other than specific users as required).
Not sure if this replies to you Boris but how would you write that validation rule?
Garrett,
You can work with your CSM, join our Office Hours - Advanced Configuration or you can provide further details of your exact use case and I will see if I can provide you the answer.
At the same time, I will change this post to be in the Customization Topic where it belongs.
Hi Garret,
As Boris stated you can not set the read only flag per specific instance. However what you can do is create a validation rule in one of the following ways (depends on the nuances).
isChanged($fieldname) && CurrentUser().Profile = 'PM PROFILE NAME' - for current user active profile.
isChanged($fieldname) && GetLink('ProfileLink','PM PROFILE NAME',CurrentUser())<>NULL - when current user is member of the profile.
Please let me know if it makes sense.
Good luck!
Tamir