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suziee Q Issue related to security setup
Hi Experts,
We have a requirement about security. Currently we could not find a good solution.
Actually we do not want to create new record types for this issue.
Requirements
1. there is a checkbox field on account
2. A group of users only can access contacts whose accounts are with this checkbox ticked.
The recordtype + page layout can help. We just wonder whether there are other solutions. Thank you
S
Suzie, I would encourage you to explore Criteria-Based sharing rules. Depending upon the OWD that you have defined on Accounts & Contacts (I am assuming it is PRIVATE), you can write a criteria-based sharing rule where the rule will check for all Accounts with the checkbox CHECKED and then have all these users into a Public Group, and grant this group access to these accounts where this checkbox is checked.
On a side note, record types based security only allows/restricts users from creating new records. It will not restrict users from accessing records that have been created using a particular record type.
Hope this helps! Let me know how it goes.
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