We would like the ability to control visibility to certain records within an object for users. This will have implications on the user experience and ensure compliance.
For example, we have a team selling working on X and a team selling product Y. We want CSMs who support Product X to only see Relationships that have a Type of X and CSMs who support Product Y to only see Relationships that have a Type of Product Y.
Best answer by matthew_lind
There are some options on record visibility documented here:
To complete your configuration as stated, you may need a field on the User object which denotes which Products a User is associated with. Then you could write a Rule (not a Rules Engine Rule, but a Data Permissions Rule) which limits which Relationships are visible.
Proceed with caution though, as there can be some unintended consequences in limiting visibility, such as Reports & Dashboards then excluding those records which are not permissioned to a user.
+11There are some options on record visibility documented here:
To complete your configuration as stated, you may need a field on the User object which denotes which Products a User is associated with. Then you could write a Rule (not a Rules Engine Rule, but a Data Permissions Rule) which limits which Relationships are visible.
Proceed with caution though, as there can be some unintended consequences in limiting visibility, such as Reports & Dashboards then excluding those records which are not permissioned to a user.
+11That’s a new wrinkle for me,
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