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How can I make certain fields read only for specific profiles?

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.

Garret Saarinen Answered

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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).

Boris Krutiy 1 vote
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Not sure if this replies to you Boris but how would you write that validation rule?

Garret Saarinen 0 votes
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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.

Boris Krutiy 0 votes
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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

Tamir Avital 0 votes
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