function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Gopikrishna DasariGopikrishna Dasari 

I have one picklist value pick list value is Hot We want to show the records for particular role and the value is Warm want to show another role. how can we do this?

can any one help me me in this?
HarshHarsh (Salesforce Developers) 
Hi Gopikrishna,
Can you explain a little more in-depth so I can try to reproduce the behavior in my org to understand better?

Thanks
 
Gopikrishna DasariGopikrishna Dasari
Hi Harshs,
We have one picklist field on the account object the field value is Hot these records want to show the user role 'Sales' and the other users want to hide these records how can we do this?

Record        Picklist value           Role             View Access
1.                 Hot                           sales         able to see the record
2.                 Warm                        sales        Hide this record

Thanks.
HarshHarsh (Salesforce Developers) 
Hi Gopikrishna,
  1. You can create two record types having names Hot and Warm and two Page layouts.
  2. Design the page layout as per your requirements.
  3. Assign page layout to respective record type.
You can do this to achieve your requirement, If this is not working for you then you have to create a custom component and use a rendering function based on the picklist value.

Please mark it as Best Answer if the above information was helpful.

Thanks.
Gopikrishna DasariGopikrishna Dasari
Hi Harsh,
Thanks for your answer.

Thanks.
HarshHarsh (Salesforce Developers) 
Hi Gopikrishna,
Welcome :) Please consider marking the answer best so it can help others too. Thank you