Prevent changes to opportunties after close
I would like to prevent users from changing opportunity products once the opportunity is closed. I would like to retain the rights to change the opportunity products after closed only for certain users. I found the following article in knowledge but am not sure how to add the additional criteria of only certain users retaining edit rights after close.
To prevent create & edit to Opportunity Line Items on Closed Opportunities
Create a Validation Rule on Opportunity Product
- Description: Prevents users from editing opportunity products after an opportunity is closed. Create the following validation rule example on opportunity products.
- Formula: OR(ISPICKVAL(Opportunity.StageName, "Closed Won"), ISPICKVAL(Opportunity.StageName, "Closed Lost"))
- Error Message: Opportunity Line Items cannot be created or edited because the Opportunity is closed.
- Error Location: Top of Page
IsClosed and IsWon and use TRUE/FALSE, or NOT(IsClosed), NOT(IsWon), etc...
Allow Owner Change is a custom checkbox on the user profile, to give specific people access to make the change (like managers).
API Integration is for a specual integration user that gets access to bypass many validations that fall out of most day to day user scenarios.