Hi friends,
I’m sure that I can accomplish this using Data Permissions, but having a little bit of difficulty doing so. I have an attribute in Company for which if it is set to a certain value, I want to essentially block that account from view (automatically excluded from reports, dashboards, etc.)
Any help appreciated. Thanks!
Best answer by kstim
Once you have Sharing Groups created, you’ll want to build a rule that keys off of your custom permission field you’re referring to from the company object. The rule would ideally pull in the required data and load to your custom field depending on the necessary criteria.
Then, you’d build out sharing rules (Data Permissions > Company > Rule based) that will dynamically assign access to specific accounts based on your Sharing Groups and your custom permission field.
For example, if I have a Sharing Group created for all clients in the “Commercial” segment, and our custom permission field is “Commercial”, the rule would say: Users meeting the following criteria “User Group in “Commercial” get access to the records where [custom permission field] in Commercial.
I hope that makes sense and helps a little!
+6Pretty sure Global Filters (at least on dashboards) will solve that issue for you. Unfortunately that field would need to be added for each individual report if it was viewed outside of that dashboard, from my understanding.
+3I have set up rules, both under Rules and Team administration. Nothing stops another user from searching or opening a C360 for a client they shouldn’t be able to.
Global Filters will only stop if from showing on a report/dashboard; they will still be able to search and access the Customer record.
I am opening a support ticket to see if someone can help here. The use case follows the Support documentation, but the feature doesn’t seem to be respdonding.
+6
+3Thanks for the confirm @kstim! I am opening a ticket to see why my configuration isn’t working.
Thanks! This is actually exactly what I am after
+6
Once you have Sharing Groups created, you’ll want to build a rule that keys off of your custom permission field you’re referring to from the company object. The rule would ideally pull in the required data and load to your custom field depending on the necessary criteria.
Then, you’d build out sharing rules (Data Permissions > Company > Rule based) that will dynamically assign access to specific accounts based on your Sharing Groups and your custom permission field.
For example, if I have a Sharing Group created for all clients in the “Commercial” segment, and our custom permission field is “Commercial”, the rule would say: Users meeting the following criteria “User Group in “Commercial” get access to the records where [custom permission field] in Commercial.
I hope that makes sense and helps a little!
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