I need some advice -
Aim – to make a custom field visible on the activity but it should only be visble to someone’s Profile
Can this be done ?
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2 Answers
ROLES in Salesforce are used to govern which RECORDS a user can see, and PROFILES are used for PERMISSIONS (over object types, fields etc.)
It isn't common, or pre-built, to control a specific field access based on a users role. It would be more appropriate to use a different profile and field-level-security (or page layout assignment) to do this.
If you post your overall case scenario, I'd be happy to reconsider this notion if it does not apply!
answered Apr 3, 2014 at 14:42
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Hi This is basic hierarchy within my Org Aim – A activity to be created by “UK insurance Asset” Role, everyone else within that hierarchy should be excluded. If “UK Investment” creates an activity then everyone else could see it FD GL: Distribution Head CH Super User UK Super User UK Institutional UK insurance Asset UK investment UK Performance UK Property UK Retail EU Super User I would like to point out every role has a different profile– Masond3Commented Apr 3, 2014 at 15:09
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I have answered my own question, you can make the field visible to certain profiles– Masond3Commented Apr 3, 2014 at 15:26
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1@Masond3 You also did that by altering your question, your original question was based on roles. As your answer is pretty much Simon's, you can click the (V) button on the left of his answer to indicate it the answer that helped you most. Commented Apr 8, 2014 at 12:06
You could create a permission set specifically giving access to those fields, this will allow you to grant access independant of a certain profile.
With a trigger on the User record, you can add the permission set to the user based on the UserRoleId (or query for the role's developername), doing so for the the required role(s).
answered Apr 3, 2014 at 15:49
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Interesting idea, with the trigger. Of course permission sets are also a good option here. Duly voted. Commented Apr 3, 2014 at 16:11