How can I prevent a single user from accessing a specific contact, but retain their ability to access other other contacts associated with that account?
Description:
I am working on resolving a confidentiality issue, in which one of our staff (and a Salesforce user) has a child who will be entering our database. The parent cannot have view access to the child's record, or any of the child-objects related to the child's record. I have thus far been able to configure the security settings so that the parent cannot see thier child's record, but only by preventing their ability to see any contact records associated with the child's account. How can I narrow down this access-restriction so that only the child's record is excluded from the parent's access, but not the other contacts related to the account, or the account itself.
2 Antworten
Hi Jamil,
There is actually no such thing as blocking access to records. The only thing you can do is set up a private sharing model, and grant everyone access to all records, except for this person and this particular record.
You do that by going to the sharing settings page in setup, and changing the contact access to private. You then have to define sharing rules to grant access to all contacts to all the other users, ideally using their roles, but you could also use a public group to specify them all individually. Lastly, your excluded user will need their own sharing rules, granting them access to all but one contact.
You can read up about sharing here: (https://www.linkedin.com/pulse/salesforce-sharing-concepts-every-admin-should-understand-amnon-kruvi/)
