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Limit Custom Object record visibility using Record Types

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in Sales 3 comments


I have create a custom object and want to limit who can see which records. Some users can see all while others users can only see a restricted set.

Content (required):

I have created a custom object and configured two Record Types. Record Type A is visible to all users and Record Type B is visible to only the Owner and Management Chain.

In the configuration of the Record Type field, under Roles, I have defined the ability to generate records of the two different Record Types per two Custom Roles

  • Custom Role 1 can create Record Type A and Record Type B

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