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How to create records and objects for specific users?
We have a “Development” team and a “Veteran Outreach” team. We want to create an area in Salesforce that’s independent of “development” processes.
Development users should NOT have the ability to see “Veteran Outreach” records.
“Veteran Outreach” users should have the ability to see development records, but there should be a CLEAR differentiator. Meaning, they know when they’re looking at a record pertaining to Veteran Outreach and NOT development (and vice versa).
Thoughts:
Would you recommend creating a separate app?
We could make record types visible to only CERTAIN profiles.
Development users should NOT have the ability to see “Veteran Outreach” records.
“Veteran Outreach” users should have the ability to see development records, but there should be a CLEAR differentiator. Meaning, they know when they’re looking at a record pertaining to Veteran Outreach and NOT development (and vice versa).
Thoughts:
Would you recommend creating a separate app?
We could make record types visible to only CERTAIN profiles.
To be clear, the "Veteran Outreach" team can see their records and the "Development" team records. But the Development team is only allowed to see their own records-- not "Veteran Outreach". It's just that we want Veteran Outreach to clearly determine what's theirs vs Development.