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
Ines Garcia (get: Agile) Forum Ambassador
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