A Tip A Day #9 – VALIDATION ON CLONED RECORD

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #9 - Validation on Cloned record #ISCLONE Requirement: Is to not let the Users select Closed Won as the stage of the Opportunity when they clone an Opportunity.  In other scenarios, when users clone a Closed Won …

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7 Ways to Lock a Record in Salesforce

In this blog post, I'd be discussing the different ways to lock a Salesforce record in UI.  By lock, I mean, the user shouldn't be able to edit the field values of the record.  I have identified 7 ways to lock a record using configuration and coding. There is a general requirement that the Business doesn't …