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Can a locked record be edited in Salesforce?
Note: Salesforce admins can edit locked records. Depending on your approval process configuration settings, an assigned approver can also edit locked records. Record locks and unlocks are treated as DML.
How to lock and unlock a record in SFDC?
Approval Process — to lock records. Hope this will be useful. There are multiple ways for locking a record. Validation rules. Though this wont work in all cases as you might have to do ISCHANGED on all fields. triggers. Approval process Lock and Unlock methods. using FOR UPDATE in SOQL for retriving records to update.
Is there a way to lock a record?
As it is today you can choose to lock a record (e.g. an opportunity) once it enters an approval process. If you have the privileges you can edit a locked record in two ways: 1. Hit edit, make the changes and save 2.
When to edit an opportunity record in Salesforce?
There is a general requirement that the Business doesn’t want any user to edit any fields of an Opportunity record when it is in ‘Finalization’ stage or ‘Deal Closing’ stage or even when the opportunity is ‘Closed Won’.
How to restrict editing case fields when a case is closed?
Morover you can use the record type to control view and edit permission. If you needed to reopen the case, you could have a custom button to revert to the standard record type. A bit more engineering here but it has the benefit of making it clear to the user that this is a closed case and not for editing.
How do I change record type in workflow?
To change the pagelayout, we need to change the record type for that record using workflow. Here’s how the workflow looks like. And then create a workflow field update to set the Record type. That’s it, save the workflow field update and activate the workflow.
What is an example of a locked record?
For example: I have a Object that gets locked after approval as part of our sales process. Once the sale goes through, we need the status to update as part of the delivery process. This happens when a related record gets created during the delivery process.
Can a record still be locked after approval?
Note: Implementing the approval process, implies that the record needs to be approved by a user (configurable in the approval process). Even after the record is approved, you can set the record to remain in the Locked state if you prefer to do so OR unlock after approval.