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Shalini Sahai
Limiting visibility of Contact Record based on User Role
So I need to display a limited view of the Contacts page based on the user's Role and also the type of contact they are accessing (its a checkbox on the Contact Page). I have created 2 page layouts and also 2 Record Types, Then I wrote a work flow to update the record type to limited view based on the User Role and check box = True. It does not work. Am I over thinking this? Is there an easier way to acccomplish this? Thanks for your help!
Assigning record type to profile:
https://help.salesforce.com/HTViewHelpDoc?id=users_profiles_record_types.htm&language=en_US