0

On accounts, we have custom fields for Sales Rep, and Secondary Sales Rep. How can we restrict access to read/write an account ONLY to users who match the strings in these fields?

Are there any ways that are not a one time thing, but will be organic as new users/accounts are added over time?

1

You didn't specify the OWD settings of Account.

If Account is Private or Public Read only, then you can share those records to those Reps for read/write access through share rules.

If you have OWD is Public Read/Write then:

you should use validation rule (otherwise by trigger) to restrict users to read/write an account.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.