Skip to Content

Opportunity Ownership Restriction

Hello

How can I restrict the ability for a salesperson to change the ownership of an opportunity of another salesperson? I want them to be able to view the opportunity and they may be part of the team for that opportunity but I don't want to be able to change the opportunity owner. I guess how can I make the "Owner" field read only for sales staff other than the current owner.

And that this change (if needed) needs to be done by either the current owner, manager, super user or admin.

Is this possible?

Thank you

Lisa

Add a comment
10|10000 characters needed characters exceeded

Related questions

1 Answer

  • Best Answer
    Posted on Jun 26 at 05:13 AM

    Hi, I sugest for this scenario that you try with a Rule in the adapt mode. Use this rule for the owner GETUSERNAME()!=Root.AccountOwnerID.

    Check the attachment. :)

    Regard!

    DRT


    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.