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restrict users from adding contact to an account
I have two account record types for e.g. A and B. Account with record type B is a child of Account of record type A. My requirement is such that only couple of users should be allowed to enter new contact under the parent account whose record type is A .
What is the best way to do this ? There will only be one level of hierarchy such that account whose record type is B will not any any child records below it.
Thanks
What is the best way to do this ? There will only be one level of hierarchy such that account whose record type is B will not any any child records below it.
Thanks
Hi, am assuming that you have already eplored sharing rules, and your requirement isn't being completed by them ?
I can think of following:
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Here are the steps to achieve it.
1. Create 2 record types for account as 'A' and 'B'.
2. Create 2 page layouts (With and Without New Contact Button) ,and assign those to record types.
3. Assign seprate profiles having acess to different record type to both user groups .
Let us know if it helps.