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Sales data should be tracked somewhere separate from the Account Information, with Sales data only available to designated Users. What are solutions you would suggest for accomplishing this?

  • Is this some kinda homework assignment? – Prady Feb 19 '14 at 7:22
  • @Prady no the way i asked do sound like that,but the problem here is first time i am taking part during designing phase of a project.. – Sravan Alaparthi Feb 19 '14 at 7:25
  • okies... but these exact set of questions were asked by couple of other people to me outside of SE and had the exact same wordings – Prady Feb 19 '14 at 7:29
  • Sravan, if you're struggling with these questions, are you sure you're ready to be doing a solution design ? – Samuel De Rycke Feb 19 '14 at 9:26
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I would put the sales data in its own sobject and associate it with the account via a lookup field on the sales data record. Then I would grant access to that sobject via a permission set that is applied to designated user records.

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