0

I have several recordtype on the account. I created a permission set that has access to a certain recordtype but there is no view all, but I need the user to have access to all the records created with that one recordtype. I was thinking of making two groups, one that has the permission set and the other that doesn't have that permission. But then I don't know how to do the rest. Any idea what I'm missing.

Thanks

1

Permission Sets can't do this. What you would want to do is to create a Criteria-Based Sharing Rule, which would be configured to say that all records with the specific record record type are shared to a Public Group. The group would contain all the users that need this level of access. The Permission Set itself is not necessary.

1
  • I did a test and it worked, thanks for the help :) – Daniela Cerqueira Nov 23 '20 at 11:34

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.