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Topics#SecurityFrage von Denise Schofield
Denise Schofield (HM Insurance Group) fragte in #Security
2. Feb. 2021, 14:02

Restrict Access on Custom Object to Owner

Hello Community, I created a custom object in Salesforce in which I want the security to work similar to an 'Opportunity Team', meaning the only individuals that can edit the record are either the owner or the individuals identified on the owner's team.  How do I do this?
1 Antwort
  1. Vishal Negandhi (Sitetracker)
    2. Feb. 2021, 14:09

    Hi Denise, 

    You need to set the object's organization wide default sharing access to "Private". This means only owners have access to the data by default.

    This can be done here - Setup > sharing settings

    And since it's a custom object, there is no "teams" feature. You'll need a mechanism to share records with users / groups using sharing rules or something similar. 

    Also please note : changing Org wide default doesn't necessarily mean no one except the owners will have access to the data. 

    Sharing some useful links for your reference

     

    - https://www.sfdcpoint.com/salesforce/organization-wide-defaults-owd-in-salesforce/#:~:text=Private%20%3A%20Only%20the%20record%20owner,and%20report%20on%20those%20records.

     

    - https://help.salesforce.com/articleView?id=sf.managing_the_sharing_model.htm&type=5

     

     

    Hope this helps !

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