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Eunice Park 님이 #Data Management에 질문했습니다
We create contacts for candidates that apply to our internal job postings. Once hiring that person, we want to hide their contact record's related activities. Is there a way to hide this for a specific contact? This newly hired person needs to be able to see all other contacts and their activities, except their own.
답변 5개
  1. 2018년 5월 29일 오후 4:53
    First, how are your org wide defaults setup. If they're set to inherit from the Account, you would need controls to limit access to the Relationship.

     

    Once you've determined that, you leverage sharing rules to limit visibility. Keep in mind that ownership of those records is also important because an owner can always see their own record. If there's a field or picklist value or it belongs to a certain record type, you can leverage criteria based sharing rules to limit visibility.

     

    If you haven't worked with sharing rules, I'd start with the Trailhead module on Data Security and the Who Sees What series.
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