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Sujit KarandeSujit Karande 

Hide fields for particular user

Suppose I have 3 opportunity record type :
  1. Type 1
  2. Type 2
  3. Type 3
And I have Different teams like :
  1. Sales team
  2. Marketing team. etc
And lets say I have below fields in opportunity :
  1. Opportunity name
  2. Approval
  3. Amout etc and so on.
So my question is whenever "sales team" clicks on create opportunity of record type say "Type 1", I want to hide field "Approval". How I can do this? Any help wil be really appreciated.
Parteek Goyal 3Parteek Goyal 3
Hi Sujit,

You need to use record types in this scenario. Please check the below.

https://help.salesforce.com/articleView?id=customize_recordtype.htm&type=0 (https://certifiedondemand.com/introduction-to-salesforce-record-types/)

Srinivasa Chary TaduriSrinivasa Chary Taduri
=> Create separate page layouts for above teams teams
=> Remove "Read and Edit" permission at field level security on "Sales Team" profile.