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Hello Team,
Other than Security filter (Permission set),Is any alternate way to restrict the user on record level access.
For example, One salesperson can read,edit and create only for those contact, customers, sales document which belongs to country/region GB and not any other country region.
In sales document, there is Responsibility center field which does restrict but only for sales document and that too not restrict with country/region specific.
Doing it in security filter and maintaining it is a real nightmare so wanted to know is any other way of establishing it.
Please suggest.
Thanks
Rishi
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Reference to above concern, In permission set when i apply security filter on contact table with Country region for specific salespeople then it doesn't allow that salesperson to create opportunity as showing an error msg " Security filter is applied on contact table, you cant access the records outside this filter".
Though that salesperson is able to see the filtered contact w.r.t security filter
Same issue while creating Interaction.
Can you please suggest as for creating opportunity , interaction do we need to have complete read access to all the contact records without any security filter ?
Thanks
Rishi
Thanks Aleksandar for your reply ,
Just wanted to know as which option is good to start with if maintenance factor is considered for future....with security filter complexity or doing some customization on User setup table
By standard, you can use only security filters. This is truly complex setup, but this is only way. You can also make some customization on User Setup table, but this customization needs coding case by case.
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