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How to restrict a Security Role accessing certain records(Account) based on its related record Optionset field value

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Posted on by Madhu M

How to restrict a Security Role accessing certain records(Account) based on its related record Option Set field value.

Example:

We have 2 entities Account and Contact.

Where contact is a lookup on Account entity.

Need to restrict Users having a specific Security Role accessing Account records when contact (lookup field ) Optionset field set to YES (field Confidential = YES ).

Ideally, Security role assigned to user have Org level Read Access to Account entity.

Any help on this would be great.

Thank you

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Madhu M 50 on at

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RE: How to restrict a Security Role accessing certain records(Account) based on its related record Optionset field value

Thanks for your response.

Can we restrict a Security Role accessing a certain Records(Account) even though it have Global level Read Access to the (Account)Entity. If so, Could you please share some reference or a snippet that I can use to restrict accessing record.

Once again thank you for the response.
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meelamri 13,212 User Group Leader on at

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RE: How to restrict a Security Role accessing certain records(Account) based on its related record Optionset field value

Hi,

You'll need to develop a retrieve and multiple retrieve plugin to restrict access to accounts that meet the criteria you want. I don't see another way without using the code.