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emlizmue
Need to restrict API user to viewing one record type
We are using the Salesforce API and a Salesforce Drupal module to populate public profiles on our website for some contacts.
I have a dedicated user account for this API connection, and need to restrict that account to only view (and then publish) a subset of our contact records.
What's the best way to do this? By record type? Some other controlling field?
I'm agnostic as to how it gets done except I don't want to do Contact Owner (these contacts need to be owned by other staff members). Any help would be greatly appreciated!
I think sharing rules would work here. If you may be able to use criteria-based sharing rules if you can define a value on the Contact record that indicates "share this with the API user". Otherwise, you can try Apex-based manual sharing rules or even the Share button.
Hope this helps,