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Customer experience | Sales, Customer Insights,...
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Field Security Profile based on Security Role

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Is there any way we can add users in field security profile having specific security role ?

Currently we can add only Users and Teams there.

  • Verified answer
    gdas Profile Picture
    gdas 50,089 Moderator on at
    RE: Field Security Profile based on Security Role

    Let say you have 15 security role , so create 15 team for each security role and assign the team to the Security role.

    Now you can also assign the specific team(Assigned particular security role ) to field security profile as per your need.  

  • RE: Field Security Profile based on Security Role

    Thanks Goutam,

    Actually I was thinking same, but don't know how to implement this.

    Can you pls explain?

  • Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: Field Security Profile based on Security Role

    Hi Neha,

    Unfortunately, there is no way to achieve this other than Users and Teams.

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 Moderator on at
    RE: Field Security Profile based on Security Role

    Hi Neha ,

    You can create specific  team for specific security role and assigned the team in the Field security profile. Its just opposite , you can also give same name of security role to the team.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Field Security Profile based on Security Role

    Hello,

    I'm afraid there is no settings to automate that out-of-box. You will have to develop that.

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