At our nonprofit organization, we have two main ways we use Salesforce: Development (monitoring donors and volunteers) and programs (client data).
For most of our staff, we don't want the two sides to mix. However, both sides use Contacts and Accounts.
We have several Contact Record Types. One is Donor and the others are different client types.
I have restricted access to view almost all of the Donor fields but we do share a few fields, like First Name, Last Name, phone, email, etc.
We don't use record ownership and I ended up making our organizational wide defaults public because we were having a lot of trouble with staff not being able to access the records they needed to because of the role hierarchy. I "own" most of our Contacts only because I create the records when our new clients are admitted. I am higher in the hierarchy so most people couldn't see the profiles they needed.
I've not given the profiles access to the Donor record type, so they can't create a Donor record, but they can view them. Is there any way to restrict them from even viewing them? Do I need to change our organization wide defaults and then create sharing rules to give access to certain profiles?
Please advise. Thanks so much!
3 respuestas
You can create what is called a "Criteria Based Sharing Rule" and use Record Type as the Criteria. Make everthing Private, and then use the Sharing Rule to allow access to the records.
