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RadramRadram 

Fields visible to Selected Users

Hello,

 

Is there any way that we could show some custom fields on an Opportunity ONLY to a selected set of users? All the users in that profile should not see the field but for this set.

 

Thanks for the help.. !!!

 

Radram

 

Best Answer chosen by Admin (Salesforce Developers) 
~Onkar~Onkar

Try to use permission set with Individual user.

 

Step to use

 

1. Create permission set with opportunity filed accessibility which you want give or set the security setting.

2. Add user in to the permissions set.

 

Please let me know if the solution is work for you.

 

~Thanks

Onkar Kumar

All Answers

Alex.AcostaAlex.Acosta

If that's the case, they should have seperate profiles. Just clone it and make your adjustments. If you remove access to the fields on that opportunity they can still use the same page layout.

~Onkar~Onkar

Try to use permission set with Individual user.

 

Step to use

 

1. Create permission set with opportunity filed accessibility which you want give or set the security setting.

2. Add user in to the permissions set.

 

Please let me know if the solution is work for you.

 

~Thanks

Onkar Kumar

This was selected as the best answer
RadramRadram

Thanks Alex for the reply. But I don't want to create new profiles just for this issue. Thanks again.. !!!

RadramRadram

Thanks Onkar.