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
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Disclaimer -
This Video for education purposes
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