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Hello,

 

I need to create a rule for an user in order to allow him/her modify only records based on specific criteria.

 

I created  a specific role and prfile assigned to thsi user only.

 

As example: User John Smith, can only modify Leads and Account where country=UK.

 

What's the best option in your opinion? 
3 件の回答
  1. Ines Garcia (get: Agile) Forum Ambassador
    2020年3月17日 12:34
    Hi Mimma,

     

    Just recently I wrote about sharing rules: https://www.salesforceben.com/tips-for-planning-and-creating-salesforce-sharing-rules/

     

    Also, best place to go is trailhead https://trailhead.salesforce.com/en/content/learn/projects/protect-your-data-in-salesforce/create-opportunity-sharing-rules

     

    you have handson exercises there as well as the theory and logic of functionality
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