You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to set custom object data visibility based on security roles (CX SALES)?

Received Response


I need to filter data in a custom object by using an SQL filter inserted into a security role

Content (required):

I want to filter the data in a custom object based on the value of one of its fields (for instance 'FIELD').

Users will be given two specific security roles: 'ROLE_STD' (which will be given to ALL users) and several different 'ROLE_****' roles that will identify the value of FIELD and, in this way, they will exclusively see the records that contain that specific value of FIELD.

For instance, if a user is given the security role 'ROLE_VALUE1', the user should only access the records with FIELD equal to VALUE1. I inserted a filter condition in a new Data Security Policy in 'ROLE_****' but, since there will be more than a hundred 'ROLE_****' roles, this way would take too much time to be implemented.

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!