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Opportunity Ownership Restriction


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


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  • 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. :)



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