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Greg Berman 님이 * Sales Cloud - Getting Started *에 글을 올렸습니다
Hi all. I have a question about confidentiality and emails in the activities object. We are bcc'ng our emails so that they go into the activity log. However, some emails need to be confidential and only visible to 4 people in the organization. However generally, we do not want to restrict the activities object, so we need a solution to be able to restrict certain individual emails. I don't know if this can be done via a combination of a check box and some sort of permission set. Second, we would also like to find a more automated solution so that we don't have to go in and edit an individual email log (for example, perhaps we can set up a separate bcc email for confidential emails?) If anyone knows the answer to this, please let me know!
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  1. 2014년 12월 17일 오후 4:05

    Whichever method you use, storing these as activities will be a problem since anyone who can view a record can view its associated activities. There isn't a setting you can play with to change that (even changing the OWD for activities to Private only stops others from *editing* the activity).

    So although it will be much more work, I think you're faced with either recreating this type of activity as a custom object (not sure how you'd automate the creation of the records) or overriding your detail page with Visualforce than checks for only certain types of activities (perhaps with or without a checkbox) before displaying them.

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