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sourabh shrestha
Restricting profile to edit person account but not business account.
Hi, I have one requirement. We have account which is categorized as business
and person account . There is a profile and I want this profile to be able
to edit business account but not the person account. Any suggestions on how
to approach for it. If I go to profile, I see only account due to which I cant
achieve my functionality.
Person Accounts have a specific record type and you can alter the profile of this user to not have access to the person account record type so he will not be able to create person accounts.
hi Sonam, My requirement is that I should be able to read but not edit the person accont. and I should be able to read and edit the business account.
Hi Sourabh,
We can't really restrict access(Read/Edit) based on record type from Profile(the settings are for the Object as a whole)
However, what we can do is:
1)Restrict this user access to the Person account record type
2)Create a criteria based sharing rule(https://help.salesforce.com/apex/HTViewHelpDoc?id=security_sharing_cbs_about.htm&language=en) such that if the account record type is person accout - user should be able to read the account)
Hope this helps!