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Hello! 

 

In the playground I am using, there is a checkbox for "Private" for new Opportunities a user makes. What is the relationship between a user making that record private and Profile permissions, Sharing Rules and permission sets. 

 

For example, if the user checks the Private box, does that override a Sharing Rule to allow others access?

 

Thanks! 

1 个回答
  1. 2022年8月1日 19:28

    Hi Luke,

     

    Private opportunities ignore sharing rules, but do respect record ownership and role hierarchy. It isn't strictly documented how permission sets (View or Modify All) would affect this, so it's worth a test. I suspect View/Modify All on the object level would not work, but View All Data would.

     

    Source: https://help.salesforce.com/s/articleView?id=000353912&type=1

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