Apex Code Development You need to sign in to do that
Don't have an account?
badger12 How do ya create a "true" private account or contact
using enterprise edition...
we have 4 administrators in our setup - i am one of them, I want to make a record - and account or a contact completely private and not let anyone - administrator or not - unable to see it.
can we do this
it appears not as administrators can see every account.
we have four lines of business and have the accounts and contacts set so only the people in each business grouping can see the records in there group. then we have any administrator group of accounts which are the contact for our president, CEO, COO - we would like to set some of the accounts that are in our admin group as totally private so only the person who owns the record can see it.
for instants the CEO may be dealing with an issue that is part of another business venture and he is keeping notes in sf for that account. he does not want any of the other administrators to see the account record
thanks in advance
we have 4 administrators in our setup - i am one of them, I want to make a record - and account or a contact completely private and not let anyone - administrator or not - unable to see it.
can we do this
it appears not as administrators can see every account.
we have four lines of business and have the accounts and contacts set so only the people in each business grouping can see the records in there group. then we have any administrator group of accounts which are the contact for our president, CEO, COO - we would like to set some of the accounts that are in our admin group as totally private so only the person who owns the record can see it.
for instants the CEO may be dealing with an issue that is part of another business venture and he is keeping notes in sf for that account. he does not want any of the other administrators to see the account record
thanks in advance
What you need to do is create custom profiles for the Business Unit Admins that do not include the View All Data permission. You then want to make them a Delegated Admin that has control over just their business unit and access to only profiles that do not include the View All Data permission.
The problem is that one user at your organization will have the ability to see everything. You might want to look into salesforce.com's premium support offering which might be able to serve as the org admin instead of having an individual at your company do it.
LOL You got a bad response on that one. You can make your contacts private as well as your opportunities. However when you do this the person that did the import or the sync with out the account name will be the only one who will be able to see this contact or opportunities. Also keep in mind that these contacts or opportunities will not show up on reports. So all you really have to do is a sync with outlook or import with out associating them to an account.
p.s. You would have to do all of the above for accounts.