My current Org. Wide Default for Contacts is Public Read/Write, however I have one user that I only want to have visibilty to contacts with email addresses. How would I restrict the visbilty of all the contacts without email address for this user?
Thank you!
3 answers
Joanne,
Create two groups - Group 1- add all users except the user who won't see the all contact records.
Group 2 - add the user who want view only the contact records that have email id. - Creating and Editing Groups (https://help.salesforce.com/htviewhelpdoc?err=1&id=creating_and_editing_groups.htm&siteLang=en_US)
Set Org wide settings to private for Contact object. - Sharing Settings (https://help.salesforce.com/htviewhelpdoc?err=1&id=managing_the_sharing_model.htm&siteLang=en_US)
Create 1st sharing rule for contacts,
Rule Type - Based on Owner
Contact: owned by members of - choose top role of your org (CEO)
Share with to Group 1
Contact Access - Choose the option as your need.(READ or READ/WRITE)
Create 2nd sharing rule for contacts,
Rule Type - Based on criteria
Criteria : Contact Email NOT EQUAL TO NULL and
Share with to Group 2
Contact Access - Choose the option as your need.(READ or READ/WRITE)
Creating Contact Sharing Rules (https://help.salesforce.com/htviewhelpdoc?err=1&id=security_sharing_rules_create_contact.htm&siteLang=en_US)
Hope this helps.
