Data Security | Define Sharing Rules | Trailhead/Salesforce

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  • Опубліковано 18 вер 2024
  • Data Security | Define Sharing Rules | Trailhead/Salesforce
    Trailmix 2 - Customize Salesforce with Clicks
    Challenge Requirements
    Create a custom field for the Project object:
    Field Type: Picklist
    Field Label: Priority
    Field Name: Priority
    Values (each value separated by a new line):
    High
    Medium
    Low
    Make the field visible to all profiles and add it to all page layouts
    Create a sharing rule for the Project object:
    Label: choose any label you want
    Rule Name: Share_Project_Records
    Rule Type: Based on criteria
    Field: Priority
    Operator: equals
    Value: High
    Share with (role): Training Coordinator
    Access level: Read Only
    Make sure the organization-wide defaults for the Project object are set to Private
    #salesforcedeveloper
    #salesforce
    #trailhead
    #salesforceadmin
    #salesforcetrailhead
    Disclaimer -
    This Video for education purposes

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