Hi All,

Is there a way to lock a field once a user populates it?  We have a date field that we use for forecasting, and once a rep commits a date to that field, we want to lock it from being "adjusted"...is that possible?

Thanks!

Alex

Hi,

I've been through a lot of documentation on SalesForce security and can't find the best (read: simplest) way to implement the following:

We're a small organisation that has pretty open sharing of accounts, cases, notes and attachments. In some instances, we would like to restrict visibility (hidden) to certain notes (i.e. record-level security) within an account that is otherwise accessible to all users. We don't have any role-hierarchies in place, only separate profiles for Management, Finance and Engineers. We basically want to lock down a specific note so it's only visible to Managment.

SalesForce appears to have a "Default Restrict, Exception Allow" policy by using role-hierarchies. We want to do more of a "Default Allow, Exception Restrict" setup. Is this possible?

Thanks and regards,

Peter

(Edit: Changed subject to be more specific and accurate).

Hi,

Anybody knows what is the best practice to do the separation of access to code and production data from security standpoint?

Thanks in advance!!!