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SFDC_BigDog Restrict Access to Accounts based on a pick list field value
We have a pick list field in Account object. Values of the picklist are X and Y. Now I would like to hide or restrict access to records which have picklist value as X for certain profile called Operations. So this profile users should be able to see only records with picklist value Y but not X.
I have tried different ways but could not get it. Any insights could be helpful.
Thank you.
I have tried different ways but could not get it. Any insights could be helpful.
Thank you.
You can try with below approcah it will help .
If your Account in OWD is private .Then you can create two public groupX and GroupY.
Needs to write a sharing rule in account select the Rule Type based on criteria .
Select the picklist =X and shared with groupX.
Same as you need to create one more for groupY .
Select the picklist =Y and shared with groupY.
Let me know if it helps .
Thanks
Manoj
All Answers
You can try with below approcah it will help .
If your Account in OWD is private .Then you can create two public groupX and GroupY.
Needs to write a sharing rule in account select the Rule Type based on criteria .
Select the picklist =X and shared with groupX.
Same as you need to create one more for groupY .
Select the picklist =Y and shared with groupY.
Let me know if it helps .
Thanks
Manoj
Hey Manoj,
Before this I already have one more sharing rule(Restricting accounts based on record types). That is also criteria based sharing rule. Will that overrirde if I create these sharing rules?
Are you sharing with same user in previous rule ?
I did share the previous sharing rule with a group. Now that group is superset of all groups.
You should use Record types. This way you can restrict the access of picklist values to certain profile users.
Hope this helps!
Thanks!