I'm reaching out to my fellow StackExchange community members for help to determine if Shield Event Monitoring or some other solution can solve my business problem. Here we go.
Company ABC wants to ensure that all Salesforce users can run Salesforce reports.
Company ABC needs block Salesforce reports that access over a set percentage threshold of total Account records by RecordType.
- The Account object has 3 recordtypes (Distributor, Wholesaler, Retailer) - The Account object has a total of 360 records. - 10 records are assigend to the Distributor recordtype - 50 records are assigned to the Wholesaler recordtype - 300 records are assigned to the Retailer recordtype
Company ABC has a policy that no Salesforce user can access more than 50% of Account records for a given recordtype.
- Ted is blocked from running an Account report accessing all Distributor Account records.
- Frank is blocked from running an Account report accessing 30 Wholesaler Account records.
- Jen is not blocked from running an Account report accessing 150 Retailer Account records.
Would Salesforce Shield Event Monitoring (specifically Transaction Security Policy) solve this problem? Or are there alternative solutions that may solve this problem?
I appreciate any help offered. Thank you.