In a previously published blog post, Why You Should Add Custom Permissions to Your #AwesomeAdmin Tool Belt, I introduced you to custom permissions. This feature has been around since Winter ’15 but remains fairly unknown and underutilized by the admin community. Admins can use this superpower to lock or unlock user access to apps or processes.
In this blog post, we’ll focus on how admins can use custom permissions in validation rules to either permit or deny a user from bypassing the validation rule.
Business problem
Amanda Merkle, Operations Manager, approached admin Addison Dogster and noted that all users are currently able to edit accounts categorized as advisor accounts, which should not be the case. Only selected Operations and Customer Service Rep (CSR) users should have the ability to edit advisor accounts — they should be off limits to everyone else.
The solution
Addison immediately thought of using a validation
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