[SalesForce] use the $Permission variable in a validation rule

I have an existing validation rule on a custom object that prevents users from selecting certain values in a picklist field, Stage__c, unless their user profile is equal to System Administrator' or 'Regional Director'. Is it possible to add an additional criteria to allow users with a given custom profile to also be exempt from this rule? My custom permission is $Permission.Design_Approver.

Current validation rule is:

AND( 
    NOT( $Profile.Name = 'System Administrator'), 
    $Profile.Name = 'Regional Director', 
    OR(ISCHANGED(Stage__c),ISNEW()) , 
    IF(ISPICKVAL(Stage__c, 'Design Win Production'),true,false) 
)

Best Answer

I was able to create a Custom Permission named "Test" and use $Permission.Test in my criteria without issue. You can't merge it in from the Insert Field button, but you can type it in.

$Permission.Test Validated

Note that you cannot do this with Permission Sets, only with Custom Permissions.

Custom Permissions

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[SalesForce] Add a Profile Exception to Validation Rule

Checking by profile should not be done these days. It's inflexible, and doesn't allow you to respond quickly to changes. Instead, use a custom permission. First, create a new custom permission. Second, assign it to the profile(s) you want to exempt from your validation rule. Third, create your validation rule, which might look like this:

AND(NOT($Permission.Allowed_To_Do_Something),
    Field__c == 'value', 
    INCLUDES(PRIORVALUE(Other_Field__c),'value'),
    NOT(INCLUDES(Other_Field__c, 'value')))

This says: "If the user does not have permission to bypass this rule, and the first field is a specific value, and the multi-select picklist value previously contained a value, and the multi-select list no longer contains this value, trigger this validation rule."

Edit: edited based on rule description. Please feel free to adjust.

Best Answer

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