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Security filter doesnt work on Customer table

Posted on by 150

Hello all,

I have a problem with security filter. I want to limit a user access to not see a customer name.

I opened the Permission set tab page, then on Permission tab i added a security filter on Customer table with the name of one of the customers just for example , but this user that has this permission still can see the name of the customer.

What could be the reasons that security filter does not work?



Thank you in advance,
  • RE: Security filter doesnt work on Customer table

    Hello,

    First of all, security filter is to filter the whole record, it is not field-level security. So if you get it to work, then the user would not see any part of that customer, not only the Name. Saying that, also check that maybe the user has permissions to the table via another Permission Set. Run "Effective Permissions" in the client (if on a recent version), or check that maybe the user has some other Permission Sets assigned which give them access.

    Hope that helps.

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