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Topics#Sales And MarketingBrian Donovan's Question
Brian Donovan asked in #Sales And Marketing
Apr 2, 2012, 9:28 AM

Is it possible to restrict access to accounts by record type ?

Hi all, we have a number offices where the account information is differentiated by record type. We only want each office to see their own information. Is it possible to restrict access to accounts by record type ?

 

Tks

 

Brian
1 answer
  1. Karthik Dupakuntla
    Apr 2, 2012, 9:33 AM
    Yes, you can do this by Criteria based sharing rules and setting the Org Wide Defaults for 'Accounts' to 'Private'.  Go to Setup|Administration Setup|Sharing Settings. Click 'New' button under the 'Account Sharing Rules', then select 'Based on Criteria'.  You can use the criteria based filters to share Accounts records based on the Record type.  Hope this helps...
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