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tomoko_otomoko_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!

Best Answer chosen by Admin (Salesforce Developers) 
Rahul_sgRahul_sg
You can use dataloader also you can add a before insert trigger on attachment object.

All Answers

Rahul_sgRahul_sg
You can use dataloader also you can add a before insert trigger on attachment object.
This was selected as the best answer
Ashish_SFDCAshish_SFDC

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

tomoko_otomoko_o

Thank you both for your reply.

 I will do with data loader and create a trigger to make it pricate automatic.