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TilluTillu 

How to give access to the records of specific pagalayouts?

I have created a seperate page layout for objects. Only The records of this page layout should be visible to specific profile users only. How can we do this?. and can we give access  to this records via Role Hierarchy and sharing rules? if so please help me out.

UgNderUgNder

Hello Tillu,

 

You can achieve this requirement using Permission Sets. Create a permission set configuring required fields to be in hidden and assign at user profile level. Go through below links.

 

https://help.salesforce.com/HTViewHelpDoc?id=perm_sets_overview.htm&language=en_US

https://help.salesforce.com/HTViewHelpDoc?id=perm_sets_assigning.htm&language=en_US

https://help.salesforce.com/HTViewHelpDoc?id=perm_sets_create.htm&language=en_US

 
digamber.prasaddigamber.prasad

Hi,

 

You can achieve this by associating records to a specific record type and you can give access of this record type to only specific profiles as required by you. And in page layout assignment, for this specific record type you can assign your this specific page layout.

 

Let me know if you want me to describe it in more detail.

 

Happy to help you!

 

Regards,

Digamber Prasad
Ashish_SFDCAshish_SFDC

Hi Anvesh, 

 

 

You can assign those page Layouts to Specific Record Types and Assign Those Record types to desired Profiles. 

 

You can control this Profile level. 

 

Go to Setup | Customize | Object | Page Layouts | Page Layout Assignments | page Layout assignment | 

 

Or

 

Setup | manage users | Profile | Page Layouts | Object | View Assignment | 

 

https://help.salesforce.com/htviewhelpdoc?err=1&id=users_profiles_orig_page_layouts.htm&siteLang=en_US

 

You can create a Public Group and Create a sharing rule based on the Role Hierarchy. 

 

https://help.salesforce.com/htviewhelpdoc?err=1&id=creating_and_editing_groups.htm&siteLang=en_US

 

https://help.salesforce.com/htviewhelpdoc?err=1&id=security_sharing_rules_create_lead.htm&siteLang=en_US

 

 

Regards,

Ashish