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venkat bojja
How to Restrict the Record Access based on RecordType and Account Team Member
Hi Team,
I have a requirement...
On Account object we have few record types, if the record type name is prospect or customer we can treat the record as "Product Account".
I want to restrict the access for product Account record on below scenarios.
Thanks for your help….
Regards,
Venkat B.
I have a requirement...
On Account object we have few record types, if the record type name is prospect or customer we can treat the record as "Product Account".
I want to restrict the access for product Account record on below scenarios.
- The Record owner and Account Team Members can view and edit the Product Account.
- Users that do not own the Product Account and are not listed as Account Team Members can view, but CANNOT edit the Product Account
- Admins can view/edit all Product Accounts.
Thanks for your help….
Regards,
Venkat B.
You can consider using Apex Sharing
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_bulk_sharing_creating_with_apex.htm
Anudeep