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
NehaaNehaa 

Record Type records restrict visibility

Hi,

 

We have 3 recordtypes on Account object. we would like to restrict to view one record type records for all the users except system admin.

 

If a user have a "View all" permission even though they should not be able to view these records.

 

can we do this?

 

Thanks

Sonam_SFDCSonam_SFDC

Hi Nehaa,

 

You can create a custom profile and only assign record types to this profile which you want the user to be able to access records related to.

 
NehaaNehaa
thank you so much for the reply.

but we would like to have sys admin to access these records but not any other profile user. this means we are trying to override "view all" permission too. Is this is possible?

Record types are related to page layouts right?
NehaaNehaa
if we hide it at the recordtype level, we will be able to restrict the users to create a new record of this record type but what about the existing records or upcoming records with "specific record type" that will be created by sys admin? how can we restrict the access for them?


Any thoughts?
Sonam_SFDCSonam_SFDC

Yes Neha,

 

If a user does not have access to record type - he/she will not be able to see the records associated to that record type.

 

yes gain, Record types can govern the page layout which is shown to the user accessing it.