How to Use Custom Permission in Dynamic Action | Hide/unhide action button based on Permission sets
Вставка
- Опубліковано 8 кві 2021
- #custompermission #Spring21Features #DynamicAction
In this video, I have explained the process of Using Custom Permission in Dynamic Action.
Use Case:
Hide the "Delete" Quick action for the particular permission set users
Steps to achieve this in Salesforce:
1. Create custom permission
2. Add that custom permission to the permission set
Open Permission set -- Edit custom permission and add your new custom permission
3. Edit the object page in the Lightning App builder
4. Select the action from the Highlights panel and add filter
5. Select Advanced -- Permissions -- Custom permission -- add your new custom permission
6. Give the conditions, save and activate it.
Let me know if you have any questions. - Наука та технологія
Hey..great video....One doubt I have...here
Is that users from custom permission set can only see this components if we make as true ?
Yes, you are correct!
This is fantastic and exactly what I needed. NOT something I would have figured out on my own. THANK YOU!!!
Awesome, thank you a lot for this method!
Thank you so much for this video 🙏
Thanks for the solution!
You’re welcome!
Did you assign the Permission Set to users beforehand, or assign Profiles to the Custom Permissions? Otherwise which users would be able to have access to the delete button?
good question
Create a Permission field in Contact object then do the following
If Permission on the Contact object is True based on the permission field, records in account should not edit it should be read only.
If false record in Account should edit. This is to be done using trigger .
***records you need to restrict is in account,
restrict to edit and read only.
can someone help me with this