I'm bringing in our CSM CSAT scores to SFDC. Only the manager level profiles have visibility into the field. If I pull that onto a dashboard will those securities still apply or will all CSMs be able to see the values?
I just viewed a dashboard as a CSM and DID see the field that they shouldn't be able to see because of FLS, which I'm a little surprised at.
How do I add a field that only managers can see?
Question
Does SFDC Field Level Security apply to visibility in Gainsight?
+1Field level security is not honoured in reports and dashboards.
One option to review is to configure a dashboard and then restrict the visibility of this dashboard only managers. Following is a document describing dashboard permissions https://support.gainsight.com/hc/en-us/articles/202388418-Configure-Gainsight-Home-Dashboards-aka-La....
One option to review is to configure a dashboard and then restrict the visibility of this dashboard only managers. Following is a document describing dashboard permissions https://support.gainsight.com/hc/en-us/articles/202388418-Configure-Gainsight-Home-Dashboards-aka-La....
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