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Samantha Reddy How to hide the data in salesforce ,Need your Valuable suggestions
Requirement :
We have Two recordTypes in Account object
1.RecordType A.
2.RecordType B.
User A: Has only Access to RecordType A in the profile level.
User A: Created a Record with RecordType A.
Ex: say(Accountname ='WhiteStar', phone ='56877', industry='rating' , RecordType='RecordType A').
Note: Now Created and Added Permission Set (PS1) to UserA to Access RecordType B as Well,Now UserA access both.
User A: Created a Record with RecordType B
Ex: say(Accountname ='samsung', phone ='1234', industry='rating' , RecordType='RecordTypeB')
Note: Now Removed the Above Permission PS1 to the UserA.
Final Requirement : When the PermissionSet PS1 with Acess for RecordTypeB is removed, i dont want to see the data say(accountname ='samsung', phone ='1234', industry='rating' , RecordType='RecordTypeB')
Note:if Permsision set is Removed only Record Type A records should visible..
Please let me know your valuable suggestions.
Thanks
Samantha Reddy.
We have Two recordTypes in Account object
1.RecordType A.
2.RecordType B.
User A: Has only Access to RecordType A in the profile level.
User A: Created a Record with RecordType A.
Ex: say(Accountname ='WhiteStar', phone ='56877', industry='rating' , RecordType='RecordType A').
Note: Now Created and Added Permission Set (PS1) to UserA to Access RecordType B as Well,Now UserA access both.
User A: Created a Record with RecordType B
Ex: say(Accountname ='samsung', phone ='1234', industry='rating' , RecordType='RecordTypeB')
Note: Now Removed the Above Permission PS1 to the UserA.
Final Requirement : When the PermissionSet PS1 with Acess for RecordTypeB is removed, i dont want to see the data say(accountname ='samsung', phone ='1234', industry='rating' , RecordType='RecordTypeB')
Note:if Permsision set is Removed only Record Type A records should visible..
Please let me know your valuable suggestions.
Thanks
Samantha Reddy.
In the above scenario, if you remove the recordtype B access still user can able to see the record because he is the owner of that particular record and he cant able to create a new record with Recordtype B.
Note: By using permission set you can extend the permissions but you can't able to restrict the data.
If this information helps, Please mark it as best answer.
Thanks!!
You will be able to seen Recordtype B Record Whereas you have been removed record Type becase:-
if you need any assistanse, Please let me know!!
Kindly mark my solution as the best answer if it helps you.
Thanks
Mukesh