How do you restrict the user to see any record lets say opportunity?
24. How to restrict the user to see any record, lets say opportunity? Ans : set up opportunity sharing to be private. If both users are admins or have view all records on opportunity, then that overrides private sharing.
How do I restrict records in Salesforce?
Use org-wide defaults to specify the baseline level of access that the most restricted user should have.
- In Setup, use the Quick Find box to find Sharing Settings.
- Click Edit in the Organization-Wide Defaults area.
- For each object, select the default access you want to give everyone.
What does it mean to only allow local user profiles?
Only allow local user profiles. This setting determines if roaming user profiles are available on a particular computer. By default when roaming profile users log on to a computer their roaming profile is copied down to the local computer.
Can you assign a default record type to a profile?
If you assign a default record type to a profile, users with that profile can assign the record type to records that they create or edit. Users can view records of any record type, even if the record type is not associated with their profile. You can associate several record types with a profile.
How to restrict access to record types by profile?
It would be beneficial to have an option to restrict access to Record Types by Profile. For example, with Accounts, if you had record types “Customer”, “Partner”, and “Vendor” — you may not want certain Profiles to see only “Customer” Accounts. Thank you for voting and commenting!
Can a user view all record types at once?
Users can view records of all record types so long as they have read access to the object and sharing (at least read) access to the record. The explicit record type settings on the profile controls on which RecordTypes can user create records for, if they have write access on the object.