How do I make certain fields private dependant on the user who added the info?

Question

Hi,

Is there a way to make certain fields only visible to the User who populated them, or is there an alternate solution?

Here is some background...

My company is sharing Salesforce with two different departments. As such, Department A does not want Department B to see the Contact information (email, phone etc) of certain Contacts.

However, all Users in the system need visibility on all Accounts and Contacts. Also, all Users are able to create new or edit Contacts, but when Department A (or B) enters in an email address or phone number, we then would like that value only visible to that particular User.

Is this possible?

Susan Thayer · Accepted Answer

I would suggest two email/phone fields. One for each department with field level security set for just the corresponding department.

Jackie Stuart · Answer

Ok, silly idea, and I don't think it would work ... but maybe someone out there might the basis of the idea as a possible solution ... So, I just read the following ...   "I was working with a nonprofit who had generally open access for Accounts and Contacts, so that people could see which donors were in the system and not create duplicates if they were unable to find them. However, some high-level donors (those who give $1 million+ per year) needed a bit of additional security and privacy. The Activities were where major gift officers would keep notes on meetings they had with these individuals and did not want that information to be visible to all 300+ users at the organization. The OWD was set to private, but it still inherited the open sharing model of the Account, making the Activity read-only. As a workaround, we had to create a custom object which was private, and attach Activities to that. Not an optimal solution!" -  http://theconnectedcause.com/salesforce-activities-need-know/   Perhaps, we could set it up to be a new private object called 'Private Contacts'. From the perspective of the User who wishes to keep their Contacts private (especially contact details), they could opt to add them under this 'hidden' object. Could something like this work?

How do I make certain fields private dependant on the user who added the info?

Data Management

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