Record security level RRS feed

  • Question

  • Hello,

    I need to establish a level security by records. That is, I want users to see a few opportunities and some other don't. This would be easy to share functionality but also I want those in a view with only 4 basic fields. Moreover, for each user, this will vary according to whether or not associated with the opportunity.

    Any idea will be welcome.



    Friday, November 22, 2013 12:00 PM

All replies

  • Forgive me if i'm not understanding your question properly, but using business units should resolve this. also you can create forms that are accesible to certain security levels.


    Friday, November 22, 2013 3:01 PM
  • I know, but this doesn't work for me because I need to know where items from an entity are property of an user. I cannot open all the items for one user with the same form.

    Anyway, thank you for your answer.

    Monday, November 25, 2013 8:18 AM