Traditionally there has been a few options Using Record Type & Page Layouts: Create two different record types say “Open” & “Locked” and change the record type of the record using workflow field update or trigger. And then create a separate page layout for the “Locked” record type with all fields marked as ‘Read-Only’.
Full Answer
Why would you Lock Records in Salesforce?
Sometimes you would want to lock records in Salesforce so that they can no longer be edited or deleted. When a record has reached the end of its lifecycle, nobody should be allowed to modify the record any longer.
How to display indicators in Salesforce using Formula fields?
It is quite simple to display indicators in Salesforce using formula fields. Here are the steps to setup a formula field to display a traffic light indicator. Find images that can be used for your indicator. First you have to find an image to use. If you don’t have your own, you can search on Google images.
How do I add a traffic light to a Salesforce document?
You can then search on your keywords, e.g. Traffic Light and find an image to use. I found this one, for a green traffic light indicator: The next step is to upload the image/s to Salesforce. Go to the Document tab, press New to add the image. Give it a meaningful name and save it in the Images folder.
How to add images to Salesforce Salesforce document?
The next step is to upload the image/s to Salesforce. Go to the Document tab, press New to add the image. Give it a meaningful name and save it in the Images folder.
How do you unlock a locked field in Salesforce?
If you are a System Admin or have access to object layout then click on setting icon on field which looks locked and then remove uncheck required checkbox from it.
How do I lock a field in Salesforce?
Using Record Type & Page Layouts: Create two different record types say “Open” & “Locked” and change the record type of the record using workflow field update or trigger. And then create a separate page layout for the “Locked” record type with all fields marked as 'Read-Only'.
How do you make a field Uneditable in Salesforce?
Go to the page layout. 2. Click the Field Properties in the page layout....Open the field.Click Set Field-Level Security button.Select Read-Only check box for the profile.
How do I lock a list view in Salesforce?
How can I make that happen? you just remove the permission "Manage Public List Views" and let the permission "Create and Customize List Views" checked. The result would be, that your user cannot change public list views but can create their own.
How do you lock and unlock a record in Salesforce?
go to Setup | Search Automation Settings in the Quick Find box | click on Automation Settings. Then, select Enable record locking and unlocking in Apex.
Where can I check field level security?
To check the field level Security for the object demo Object go to profiles and click on Contract manager profile. Now go to Custom object field-level Security and click on the object.
How do I make my field read only in screen flow?
>>Go to the Field and Click on the Set Field-Level Security button which is besides the Edit. >> Click on Read Only Checkbox besides the User's Profile. Which makes the field Read Only for the users who are all having the same profile.
How do I make a field read only in Salesforce validation rule?
"View by Record Types". I would choose View by Record Types. Then when the matrix appears, select the field and the profile that you what to change (i.e., field: annual revenue for the contact manager is editable). Click on that item or "cell" and change the field level security to read only.
How do you make a field read only in Lightning record page?
First, you need to use the lightning-record-edit-form instead of lightning-record-view-form since you also need the ability to conditionally edit the records. Then, you can use lightning-input-field and set the read-only attribute to true or false based on your conditions.
How do I lock a filter in list view?
ReproOpen a list view in Classic and click "Edit"Add the filter "Date/Time Opened less than TODAY"Click "Save"Open the list view in Lightning.Click the "Filters" icon.All filters will be locked.
How do I restrict editing list view in Salesforce?
In the Permission Sets page, click Create New View, or select a view and click Edit. Enter the view name. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True . to search for and select the setting you want.
How do I enable manage public list views?
To give 'Manage Public List Views', you need to create a custom profile. On that custom profile ensure that Manage Public List Views is checked on. Then set the profile for that user to the custom profile you created. To do this, you need Enterprise or Unlimited Edition.
What is field level security?
Field-level security settings let you restrict users’ access to view and edit specific fields.
What is the difference between page layout and field level security?
Page layouts and field-level security settings determine which fields a user sees. The most restrictive field access settings of the two always applies. For example, you can have a field that’s required in a page layout but is read-only in the field-level security settings. The field-level security overrides the page layout, so the field remains read-only.
Can you define field level security?
You can define field-level security in either of these ways. For multiple fields on a single permission set or profile. For a single field on all profiles. After setting field-level security, you can: Organize the fields on detail and edit pages by creating page layouts. Tip.
Can you restrict Salesforce from seeing encrypted fields?
Restrict other Salesforce users from seeing custom text fields that you want to keep private. Only users with the View Encrypted Data permission can see data in encrypted custom text fields.
Option B - Validation Rule - Data Level Security
You could also create a Validation Rule that is fired if any field is Changed (including if they attempt to change your Status == Sent field to dodge the VR), and inform them that they cannot make any changes since the Quote has already been sent.
Option C - Apex - Data Level Security
Option C is to code some custom apex validation rules, but I recommend avoiding this where possible - Validation Rules are easier to maintain by standard Administrators than a custom apex VR would be. However you could also go the Apex route if Option A and B don't fit the needs of your business.
What is visual indicator in Salesforce?
Visual indicators are a great addition to a Salesforce page to highlight important information or values. Instead of just displaying a value, showing an image will make a much larger impact. Depending on the situation, it may be more suitable to just display a single indicator such as a caution or stop image, or if a variable can have a range ...
How to add a picture to a document?
Go to the Document tab, press New to add the image. Give it a meaningful name and save it in the Images folder. Once you have uploaded your image/s, note the URL’s, as you will need them later in the formula field. Create a formula field, and use the image URLs that you previously uploaded.
How to make a traffic light indicator?
Here are the steps: Find images that can be used for your indicator. First you have to find an image to use. If you don’t have your own, you can search on Google images.
How to bolt a record utilizing the endorsement cycle?
Anyway, how to bolt a record utilizing the endorsement cycle? Basically, you simply need to set up an Approval Process for an item and set the rules for the record to enter the endorsement cycle ( In our model, the measures for the Opportunity stage is 'Exchange'). When you set the underlying standards, the Initial Submission Action will incorporate Record Lock.
Do you need to alter the VF page?
Note: The burden with this methodology is keeping up the VF page. In the event that you'd need to add fields to the page format, you need to alter the VF page and add the code for each new field.
Do you need to alter an Opportunity record?
Not simply opportunity, it very well endorsement cycle be any article (standard/custom) here and there the business doesn't need the client to alter a record when it is in a specific phase of the business/business measure .
