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Arunkumar KathirArunkumar Kathir 

Security Settings for Notes and Attachments

How do I restrict the user not to delete Notes and Attachment records from any Standard or Custom object?


Have you tried with the Private checkbox on the Attachments record , it might can help you. I think it allows only the owners and adminstrators to modify the attachment.

Arunkumar KathirArunkumar Kathir

I didn't try on that option. Can you pls explain Private check box process?


Thanks in Advance,


There is a boolean flag available on the Note/ Attachment object.
IsPrivate you can access it through API, this is available on UI as well

After u create an attachment record, click on the edit link , you can there see the Private checkbox. Once you mark it , only the owners and administrators will be able to modify the attachment record.


Found this in the docs as well :

Notes and attachments marked as private via the Private checkbox are accessible only to the person who attached them and administrators. For administrators to view private notes and attachments, they need the “View All Data” permission; to edit or delete them, they need the “Modify All Data” permission.