When to use the Validation rule on the picklist?

When to use the Validation rule on the picklist?

This validation rule is on the opportunity object, and what I want to achieve is, if the picklist Level__c is either set to Archived or Closed, the opportunity record can only be edited by the System Administrator. For some reason though, the validation rule also triggers, when I want to set the Level__c to Archived or Closed.

What does it mean to validate an opportunity?

Validates that an opportunity has at least one opportunity product before users can save a change to an opportunity. You must add products to this opportunity before saving. Validates that an opportunity has opportunity products before the Stage can move beyond Needs Analysis.

Which is an example of a Validation rule?

Probability must be 0% for lost opportunities. Validates that a field is conditionally required based on the values of other fields. Use this validation formula to ensure that users include a Project Start Date for an opportunity that is closed/won.

What does invalid stage mean for accepted opportunity?

Invalid stage for accepted opportunity. Validates that the probability of a won opportunity is properly set to 100%. This is useful for data cleanliness and reporting purposes.

When to put prior value around level field?

Putting a prior value around your level field will thus not help you, since it is only checking if that specific field has changed. Create a new checkbox “Record Locked”. Create a workflow that sets the checkbox to true once the level is “Archived” or “Closed”.

When to lock a record in Salesforce Stack Exchange?

Your problem is you want to lock the whole record for everyone except System Admins once the level is “Archived” or “Closed”. Putting a prior value around your level field will thus not help you, since it is only checking if that specific field has changed. Create a new checkbox “Record Locked”.

How to prevent changes when level equals archived or closed?

Prevent making any changes when Level equals Archived or Closed unless User is a Sys Admin. Needed to exclude situation when changes are done to Level because otherwise it will not allow to enter Archived or Closed.