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3 replies

OWD for Opportunity object is set to Public Read Only, is there a way to some of the opportunity records private ?

OWD for Opportunity object is set to Public Read Only which means all users have at least read access to the object records. 
We would like to make a few opportunity records private that is only a set of users will have read/write access to these records, all other users cannot see the records. Is this possible?
1 replies

Entering parent and child information at the same time before saving the parent and then saving the children records

SFDC Developers, I am a salesforce admin so a novice when it comes to development.
I have 2 objects A and B, A is the parent of B (master detail relationship). My users want a way of forcing the user to always create at least one child record B, whenever a parent record A is created. Meaning do not allow creation of A without a creation of at one record of B. 
How can this be implemented? Suggestions Please.
Is it possible to use LWC and/or visualforce to do this? Can we have a page for the parent record, users enter the fields for the parent record and then by clicking a "Next" button direct users to enter children record(s) for B object and on clicking save from the children B page, it saves parent A first and then saves the children by adding the id from the parent to the children records?
1 replies

is it possible to enter a parent and child information at the same time before saving the parent and then saving the children records

Good Day SFDC Developers, I am a salesforce admin so a novice when it comes to development.
I have 2 objects A and B, A is the parent of B (master detail relationship). My users want a way of forcing the user to always create at least one child record B, whenever a parent record A is created. Meaning do not allow creation of A without a creation of at one record of B. 
How can this be implemented? Suggestions Please.
Is it possible to use LWC and/or visualforce to do this? Can we have a page for the parent record, users enter the fields for the parent record and then by clicking a "Next" button direct users to enter children record(s) for B object and on clicking save from the children B page, it saves parent A first and then saves the children by adding the id from the parent to the children records?
3 replies

OWD for Opportunity object is set to Public Read Only, is there a way to some of the opportunity records private ?

OWD for Opportunity object is set to Public Read Only which means all users have at least read access to the object records. 
We would like to make a few opportunity records private that is only a set of users will have read/write access to these records, all other users cannot see the records. Is this possible?