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How to restrict Profile to see the Cases based on record type in salesforce?


I have 2 Profiles, Manager and Agent, Manager should be only able to see all cases where recordtype=AAA and Agent should be able to see where all Cases where recordtype=BBB. I have Sub-Status = Draft, all those Sub-Status=Draft should not be visible to both profiles.

How we can restrict this ?


Solution

  • You can do this via sharing settings and rules as these works on data visibility. Profiles can only give you access to object/fields and what type of actions you can do (Create Read Update Delete, View All, Modify All).