Monday, June 10, 2019

Prevent users from directly creating Prospect and Customer records

There are instances when the user would like to ensure that the their customers under go all three stages of being a customer, from lead to prospect to customer.

Since there is an option via Lists > Relationships to add new prospect and/or new customer.

As an alternate solution, the user can create a workflow such as below:

 Record Type: Customer
 Sub Type: Customer , Prospect
 Release Status: Released
 Enable Logging: checked

 Event: On Create
 Trigger Type: Before Record Load

 Action: Return User Error
  Trigger On : Entry
  Parameter > Text : <desired text>

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