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How to prevent a user from creating a new account in Salesforce?
HI,
can we prevent a user to create a new account; but he can update the account in sfdc?
if yes then plz share me any example.
Thanks,
rahul
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7 Replies
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Hi rahul,
You can simply remove Create permission from Account Object on the profile of that user.
Thanks.
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Hi,
thanks for reply.
But i want that only one person can create accounts, other can do update but not create new. so removing create permission from profile is time taking process. can i handle it through trigger or validation?
Waiting for reply.
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i want to handle on user basis not by profile.
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Hi Rahul,
Yes you can create a validation rule on Account object
Please make you validation rule like the below image
So only User with LastName = guestadmin AND FirstName = ‘pb’ can create account records. Other User can face the validation error like the below image
Hope this helps you. Thanks
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Thanks pranav.
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Hi,
There are various methods to do it, but best is to do it without any coding.
Just remove the permission of create from Account sobject on the profile of that user.
Hope this helps.
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Adding some steps:
use this steps may be help you:
Step 1:- Remove the Create permission on the Lead object
Step 2:- Create the Checkbox field on the Lead object (Default=Checked) & Create the checkbox field on the Account object (Default=Unchecked)
Step 3:- Set up the Field mapping between Lead & Account field
Step 4:- Make the Field read only or hide it from the pagelayout
Step 5:- Create the validation rule on Account to block the User to create the Account from scratch or any other source, only exception is for Accounts that getting created from Lead conversion something like this:-
AND(
$Profile.name<>”System Administrator”,
Checkbox=False,
ISNEW())Let me know if you need any help.
Thanks
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