Business Design Document – Agency Financials

Media – 360 Team

28th May Release, 2021

Integration
360 Business Design Document – Salesforce

Table of Contents

1 Introduction:.................................................................................................................................... 3
1.1 Overview..................................................................................................................................... 3
2 Scope:.............................................................................................................................................. 4
2.1 PMS- 1035: Client Roster - locking fields for editing : Case 00003590...........................................4

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360 Technical Design Document – Salesforce

1 Introduction:
1.1 Overview
This document describes the changes in the Publicis Media from the business perspective for 28 th May
2021 release.
Below are the scope items being catered in 28th May Media release 2021.

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360 Technical Design Document – Salesforce

2 Scope:

2.1 PMS- 1035: Client Roster - locking fields for editing : Case 00003590

Description

I've noticed several users updating a client roster's agency market, company, name, etc. This causes issues
down the line for data quality. If changes are made to a client roster, an admin should be notified as more
clean-up will be necessary.

As a result, we'd like to lock the following fields on a client roster for GBA edit permissions only:

Name
Company Name
Agency Market

error message should read: "These fields are locked for editing. Please contact a Global Business Admin for
assistance."

Solution:
1. Created the validation rule on Client Roster Object

ERROR
RULE NAME ERROR LOCATION Formula
MESSAGE

AND($Profile.Name<>'Global Busi-
These fields are
ness Admin',$Profile.Name <>
locked for
'Mass Update',
Can_Not_Edit_Name_C editing. Please
Top of Page OR(ISCHANGED(Name),IS-
omapnyName_Agency contact a Global
CHANGED(Company_Name__c),
Business Admin
ISCHANGED(Agency_Market__c)))
for assistance.

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