Hello! Is it possible to restrict permission to in...
# administration
k
Hello! Is it possible to restrict permission to individual records rather than the whole record type? For example: permission to only view Customer A & B instead of the entire Customer list?
n
Consider if you can fit these to Department, Location or Class restrictions. Or you could use a WF to restrict them loading based on some other Customer criteria
m
Keep in mind a workflow won't prevent records from appearing in reports
j
@KnotKnick For customers specifically, I believe you can do this via sales reps and/or territories. For other records, it's probably going to be a more gnarly custom solution.
k
Got it, thank you all!