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Topics#Data ManagementKatie DiMento 的问题
Katie DiMento (Wiredrive) 提问于 #Data Management
2013年4月17日 18:16

Using Permission Sets?

I am trying to limit a Profile so that they can only edit, convert, change ownership if they are the owner of the Opp, Lead and Account. I know about Permission Sets but how can I limit this to only records that they are the owner of?
3 个回答
  1. Jason Howe (Green Belting Industries Ltd.)
    2013年4月17日 18:51
    Here's a decent article outlining permissions and data access rights, in plain english:

     

    http://joshuaminton.com/blog/2011/7/21/system-permissions-and-data-access-rights-in-salesforcecom.html

     

    And here's the Salesforce one that will walk you through the setup (ok, drag you through the streets maybe, but if you get through it, it should help):

     

    https://na2.salesforce.com/help/doc/en/admin_fls.htm

     

    Thanks,

     

    J.
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