TLDR: We don't want our staff users on the program side to be able to view contact information of donors and vice versa for the fundraising team without using record types.
For more context all of our program staff have access to sensitive contact information to donors that need a high level of security around their information that they trust us with and we don't want our resource development team to be able to see contact information of parents/guardians of youth in our programs. Our organization does not want to use record types because a contact can be both a parent/guardian and a donor.
All active users share the same profile outside of system admins.
Solutions we thought of but don't particularly like are:
1) Using Field Level Security and creating separate fields on the contact such as "Guardian Phone Number" and "Donor Phone Number". Thinking about how this could cause a lot of bad data entry practices.
2) Using Webflow integration to Salesforce. Would need time for learning and testing on this and would like to resolve this issue quickly.
If anyone has any other suggestions or had a similar problem I would love to discuss how they solved it. Thank you all in advance!
Do you want to show/hide certain fields in a record(s) or you need to share/not share the records based on a criteria?
If you just want to show different fields to different profiles(1.program staff team and 2.resource development team)and both these profiles are non API/non System admin, you can create different layouts or lightning pages (or dynamic forms) but if there are more profiles to consider then the approach is not effective.
