0

I have been forced to make changes to long standing permissions, and I now have a user seeing more than he should.

I want to use a permission set to allow a specific user to see all opportunities that are only under a certain category.

He uses a custom sales profile, which works well for all other users, who can only see their own opps. The unique case is someone who wants to see all opps from all users under his product category.

Can I filter a permission set to limit visibility by my custom filed "Category" and or Sub Category?.

If so, how? If not what other choices do I have beyond making a profile?

Thanks for any advice Bill

  • It sounds to me like you need to use a Sharing Rule, not a Profile or Permission Set. This assumes your Organization-Wide Default is Private for Opportunity. – David Reed Feb 5 '18 at 20:19
0

First of all, your use case is all about record level visibility. It is nothing to do with permission sets.

To open up user's visibility to the record you need to use criteria based sharing rule or through apex coding, use Force.com managed sharing or apex managed sharing, provided you didn't already open up the access through OWD as Public Read Write or Public Read Only

Sharing architecture

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.