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Restrict access to contact records based on custom attribute

in Sales 2 comments

Summary:

We would like to add a custom attribute in contact records, and based on the value of custom attribute, only certain users should be able to view the record.
These users don't belong to one job role, but various job roles.
The other users should be able to view all other contacts, except these contacts.
Below is what we are planning to do, is this the recommended approach?

  • Create custom field "Restrict Contact" in contact object (EXTN_ATTRIBUTE_CHAR008)
  • Add custom field in contact details page layout
  • Create a job role, "National Account Team" in security console
  • In security console, under administration, Added a SQL predicate for "HZ_PARTIES" - Restricted contacts ((EXISTS (SELECT 1 FROM HZ_PERSON_PROFILES contact WHERE contact.party_id=&TABLE_ALIAS.party_id AND contact.EXTN_ATTRIBUTE_CHAR008 = 'Y'))
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