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tomoko_o
Notes and attachment - how to mark all attachment as private for attachment in Case object?
Hello,
We are building customer portal and realized there are many internal attachment not marked as private.
To prevent our customer seeing our internal doc, I need to go thgouth each case and mark all as private.
Is there a way to do it with data loader? or if it can't be done with data loader, is therea any way to do it?
Also, I was requested to make default = private on all attachment at save.
How can I set default value in prigate field?
Thank you for your advise!
All Answers
Hi Tomoko,
Data loader would be a best option to download in a file and update to private and Load to salesforce.
If it is a repetative task you may go for Apex Code which can do this automatically.
Regards,
Ashish
Thank you both for your reply.
I will do with data loader and create a trigger to make it pricate automatic.