Activity Forums Salesforce® Discussions How can we Lock Records in Salesforce?

  • Marziya

    December 15, 2020 at 1:19 pm
    1. 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’. Remove the ‘Edit’ and ‘Delete’ buttons from the page layout. However, this is not an option if you are using record types for some other purpose and do not want to change it just to meet this requirement. Also, note that using this to lock records is not a fool-proof solution as users will still be able to edit the record from the list view.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos