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Money CareMoney Care 

Permission set in Profile

Hi All

I have 2 object Oppertunity and OppertunityCustom__C and 3 profile (like Admin,profile1 and profile2)

Both object have relationship.
Oppertunitycustom have 4 record type (like R1,R2,R3,R4).

My requirment is profile1 can see profile2 record of record type R1 and R4 only not all in Oppertuntycustom__c.How to achieve this job
cloudSavvyProgcloudSavvyProg
Hi,

Looks like you want record-level settings.

If the two user are in role hierarchy then you can achieve this by role hierarchy sharing settings. Link below.
https://help.salesforce.com/apex/HTViewHelpDoc?id=admin_roles.htm

Else you can achieve this by sharing rules.
https://help.salesforce.com/apex/HTViewHelpDoc?id=managing_the_sharing_model.htm&language=en

Set the org-wide defults to most restrictive and then open up the records to specific user by sharing rules.

Profiles and permission sets should just give access to the objects.

Hope this helps.

Regards,
CloudSavvyProg
Money CareMoney Care
Hay
How to set resrict for record type ,so that perticular profile can only view assigned record type....
cloudSavvyProgcloudSavvyProg
Hi Money Care,

First set the org wide defaults as shown in below document.
https://help.salesforce.com/apex/HTViewHelpDoc?id=security_sharing_owd_default_settings.htm&language=en

Give access to those objects and its fields in Profile/Permission( for object level and field level security settings) sets for all users.
https://help.salesforce.com/apex/HTViewHelpDoc?id=admin_userprofiles.htm


And then open up those security restrictions for particular users by record level sharing settings.
https://help.salesforce.com/apex/HTViewHelpDoc?id=security_about_sharing_rules.htm&language=en_US

The below doc gives overall understanding of security settings work in SF
https://help.salesforce.com/apex/HTViewHelpDoc?id=managing_the_sharing_model.htm&language=en_US

Hope this helps

Regards,
CloudSavvyProg