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Topics#Salesforce DeveloperFrage von Sean Huiting
Sean Huiting (Longboard Asset Management) fragte in #Salesforce Developer
3. Sept. 2023, 18:52

How to allow certain profiles to edit specific fields on a record type.

Hi all!

I have a weird situation that I can't seem to figure out. On the Account object I have a Phone field that some users can edit and others can't. They have different profiles, but everything is set up the same way in both profiles. There are no validation rules that would impact either profile differently. There aren't separate views for that record type that would impact either profile differently. Everything I can think of checking is not impacted by the roles/profiles for these users, yet one user can edit the field while others can't. 

Users that can't edit the field receive the error: "Oops...you don't have the necessary privileges to edit this record. See your administrator for help." 

Any help would be greatly appreciated and I'm sure this is probably something I've glanced over a thousand times without realizing it's right there.

Thanks!
2 Antworten
  1. Arun Goel
    5. Sept. 2023, 07:06

    Hi @Sean,

    If you are facing an issue to edit a field record then you can go for these steps and verify if there is any issue:

    Check Record Ownership:

    Confirm that the users who cannot edit the field are the owners of the records they are trying to modify. Ownership plays a significant role in determining who can edit a record.

    Check Field Accessibility:

    Verify the Field Accessibility settings for the Phone field. Sometimes, profiles might have different page layouts or record types associated with them, which can affect field accessibility.

    Check Object Permissions:

    Review the object-level permissions for the Account object for both profiles. Ensure that they both have the "Edit" permission for the Account object.

    Check Permission Sets:

    Verify if there are any Permission Sets assigned to the users that might be granting or restricting edit access to the Phone field.

    Check Sharing Rules and Organization-Wide Defaults:

    Check if there are any sharing rules or organization-wide defaults that could be restricting edit access to the records for certain users.

    I hope this will help you.

    Thanks!
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