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SFDC_BigDogSFDC_BigDog 

Record Type Security

Hello,

I have four record types as follows:
1) Master
2) Owner
3) Contractor
4) Partner

Master record type is for creating parent accounts. So the requirement is the users should only be able to read the Master record type records but not delete,create or modify. How can I achieve this?

Any insights would be appreciated.


Thank you.
Best Answer chosen by SFDC_BigDog
Pankaj_GanwaniPankaj_Ganwani

Hi,

For restricting from insert and update, you can go for validation rule. You can form validation rule like this:
RecordType.Id == 'Master record type id' && $User.ProfileId == 'those profiles which need to be restricted.'

For restricting the delete operation, I can think of using trigger on before delete event.

All Answers

Pankaj_GanwaniPankaj_Ganwani

Hi,

For restricting from insert and update, you can go for validation rule. You can form validation rule like this:
RecordType.Id == 'Master record type id' && $User.ProfileId == 'those profiles which need to be restricted.'

For restricting the delete operation, I can think of using trigger on before delete event.
This was selected as the best answer
SFDC_BigDogSFDC_BigDog

Hey Pankaj,
Thanks for the reply.
Isn't it something that we can do by changing org wide defaults?