[SalesForce] Does Record type prevent users from viewing records

can you prevent users from seeing different record types? I want to lock down users from being able to view different record types but it seems that are able to do it in a report would i be able to lock that down?

Best Answer

I'm afraid you'll have to rethink the sharing model. There are several levels of granting access but each of them widens the permissions, you never can use sharing rules etc to revoke something.

So you'd have to start with Organization Wide Defaults = private (and perhaps also "grant access using hierarchies not selected). And then indeed - you could use sharing rules ("criteria based sharing rules" to be precise) to grant access based on record types.

Related Topic