1

I am attempting to restrict Contact creation here are my OWD:

Sharing:

Account: Public Read-Only

Contact: Controlled By Parent

Profile Access

Account: Read

Contact: Create,Read,Edit

Basically I want to allow users to create Contacts while they are assigned to a specific related record (On an Account they DO NOT own), and restrict this access declaratively when they are no-longer assigned.

I'm thinking trigger-logic is the only complete solution at this point, or setting Account to Private OWD.

1 Answer 1

1

I think I understand what you're trying to do here. Without testing myself, could you not just create a record-triggered flow on Contact object that would verify these conditions, and if not met, it would delete the contact record that triggered the flow?

I may have misunderstood your issue but that's how I would go about it.

Cheers

1
  • Thanks bhann, your on the right track - there needs to be some sort of "validation" - it appears there is no way other then this to prevent users from creating Contacts on Accounts if they have "Create" on Contact and visibility to the Account record in question. Mar 17, 2022 at 13:35

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .