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Chris DaviesChris Davies 

Validation Rule for a picklist that is limits visibility by Role or Profile

I am trying to create a validation rule that will limit the values from a picklist based on the role/profile.  For example we have 5 main distrributor groups that are referenced in a picklist labeled "Customer Group" (i.e. A, B, C, D, E).  Our staff has access to all 5 groups (A, B, C, D, E), but 2 of these distributors (D, E) have access to this field via the Partner Portal.  The intent is to create a rule that limits each of these 2 other groups from seeing "Customer Group" values that do not relate to them.

Internal: visibility to "Customer Group" A, B, C, D, E
External D: visibility to "Customer Group" D only
External E: visbility to "Customer Group" E only

Any suggestions?
Steve MolisSteve Molis
I don't have a ton of experience with SFDC Partner Portal Users, but my gut tells me that this would be accomplished using Profiles, Record Types, and Business Processes rather than a VR.  

I think @mattybme1 might have some Portal experience, so maybe he can chime in. 
Andrew GrossAndrew Gross
 Yep - you can assign different record types to for differing partner profiles and your staff profiles.  Through the record types, you can limit which values are displayed in the picklist "Customer Group."  

A validation rule will not limit what people can see - it can throw an error if they pick something you don't want them to, but can't limit visibility.  
Chris DaviesChris Davies
Thank you for the suggestions.  I was able to use the Record Types to solve the problem.