So, then how do you lock records in Salesforce so that it can no longer be modified? 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’.
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 do I make a read only record type 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 to make fields read-only for closed cases?
You could just mark them as Read Only on the Closed Case page layout, or if you wanted to enforce it at the data layer, you could write a validation rule for each field that wouldn't allow them to be changed unless the status != closed
How do you make a field non editable in Salesforce?
How to make field non-editable in Salesforce?Go to the page layout.Click the Field Properties in the page layout.Make it Read-Only.
How do I lock a field in a page layout in Salesforce?
There's two ways to block an edit on a given field and display that "lock" symbol you see (in Classic).You can set the field permission to "read only" as you mentioned for that particular profile.You can mark a field as read-only on the layout level for that profile.
How do I lock a picklist field in Salesforce?
First, You need to create a separate page layout (clone of existing one) and make that picklist field as read only on the layout. Create a record type on the object and assign that page layout to the record type. Create a Workflow rule with the criteria, Picklist value equals "value B".
What is Field lock?
Field locking prevents a field in an overridden map from being mapped to or from a mapping extension. This allows the process builder to dictate the only mappings for those fields. If nothing is mapped to the fields in the base map, these fields are empty.
How do you make a field non editable in Salesforce using validation rule?
3 Answer(s)Go to the object's field page under Setup.Click on the view link for the field.Click the Set Field-Level Security button.Change the field to read-only for the appropriate profiles (You would need to change to appropriate profile to test)
What is field security in Salesforce?
Field-level security is a setting that lets Salesforce admins define user restrictions as to who can access specific org data. The setting lets the admin control which user profiles can view, edit, and save information on specific fields.
Can we lock records 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'.
What is record locking in Salesforce?
So when someone “asks” Salesforce to update a record, Salesforce first locks the record so no one else can update it until the lock is released. If someone tries to (asks for an) update the record while it's locked, Salesforce will try up to 10 times to obtain a record lock, before giving up, and throwing an error.
How do you unlock a 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 you lock a field?
Locking a FieldSelect the field you want to lock.Update the field, if desired, by pressing Shift+F9.Press Ctrl+F11.
How do you lock a cell?
Follow these steps to lock cells in a worksheet:Select the cells you want to lock.On the Home tab, in the Alignment group, click the small arrow to open the Format Cells popup window.On the Protection tab, select the Locked check box, and then click OK to close the popup.More items...
How do you lock down a field in Word?
To Lock Fields On the toolbar ribbon, on the Review tab, under Protect, click Protect Document, and then click Restrict Formatting and Editing.
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.