[SalesForce] Validation rules Account: Changing owner limitation

I am trying to create a validation rule for Account. I want to limit the capability of the user to transfer the accounts (or changing de ownerID of the Account) . I only want them to be able to transfer Accounts to users that have the same role.

I am not being able to create the validation rule, this is sample of what I did but it is not working.

AND(
   ISCHANGED( OwnerId ),
   VLOOKUP($User.UserRole.name,$User.Id,PRIORVALUE(OwnerID)) = $UserRole.name
)

Thanks in advance for any tips.

Best Answer

You could create a formula field on the object that holds the Owner.UserRole.Name then use that in your validation rule like:

AND(
   ISCHANGED(OwnerId),
   PRIORVALUE(Owner_Role__c) <> Owner.UserRole.Name
)

Which would only allow users to change the owner if the existing owner has the same Role as the new owner.

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[SalesForce] Validation rule on a text field based on Role

I don't know if this is the answer, but try:

AND( ISBLANK(REP_Customer_Representative__r.Id), 
$UserRole.Name = 'Member_PA' )

I seem to recall the validation rules needing to look up a value on the parent (i.e. REP_Customer_Representative__r.Id), not just where there is a value in that field itself.

Let us know if this works... or not.

[SalesForce] Priorvalue in Validation rule

Unfortunately, you can't reference the field directly, so you have to use a formula:

Field Name: Owner_First_Name__c
Return Type: Text
Formula: Owner.FirstName

Then, you can reference it as such:

PRIORVALUE(Owner_First_Name__c) = 'TBD'

Best Answer

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[SalesForce] Priorvalue in Validation rule

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