Lock opportunity - Printable Version

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Lock opportunity - rslemer - 08-17-2016

Is possible lock any new changes when opportunity sales stage is closed win, or close lost ?

I need restrict new modification only a admin user.

RE: Lock opportunity - joebordes - 08-17-2016

Yes, you should be able to do this easily. There are at least four ways:

1.- Freeze procedure
Which more or less goes like this:
  • make the module private, so all users can see only their records
  • create one user in his own hierarchy/role
  • add an exception so that all users can share their opportunities except this one user
  • add an exception so that special user shares his opportunities in read only mode
  • add a workflow that assigns all closed opportunities to this special user
2.- Record Access Control Business Rule

3.- Special Permission Hooks

4.- Direct Code manipulation