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Lock Down Opportunity Fields by Profile
Lock Down Opportunity Fields by Profile
Andrew Tzikas avatar
Written by Andrew Tzikas
Updated over a week ago

With this Swantide Workflow, you can create a Validation Rule on Opportunities to Lock Down updates being made to a field(s) by a certain User Profile.

If you are using the following Swantide Workflow, "Assign Rep on Opportunity Creation (Custom Created by Field)" this Validation Rule would be important to enable so that only System Admins can update the Custom Created by Lookup field on Opportunities.

By other use cases can also apply.

How this looks in the App.

  • Go to Configuration or Search "Lock Down Opportunity Fields by Profile"

  • Workflows > Create Workflow > Search for the Workflow Template "Lock Down Opportunity Fields by Profile"

  • Enter in your inputs

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