Restrict read access for some account numbers

Community Alums
Not applicable

Hi all, 

I need to restrict "read" access for approximately 3000 account numbers(for which I have an encoded query)  to users who possess the “sn_customerservice_agent” role. Obviously they need to be able to see the rest of the accounts.

 

Could anyone suggest the most efficient approach to achieve this? I would greatly appreciate any recommendations or example scripts. Thank you

1 ACCEPTED SOLUTION

@Community Alums add a checkbox field DuplicateAccount on your accounts table and set the value of of this field to true for all duplicate account accounts.

 

In your query BR for account table you can simply use the following query.

 

current.addEncodedQuery('u_duplicate_account',false);

Hope this helps.

View solution in original post

7 REPLIES 7

@Community Alums In this case I recommend deactivating those duplicate accounts first and use a query BR to show cases related to only active accounts. 

Community Alums
Not applicable

@Sandeep Rajput that won't work as there will be other closed account they will need to see. I was thinking of adding a random checkbox and set it to true only on the duplicates and hide only for those users with that role, do you have any idea how the BR should look like? Thanks

@Community Alums add a checkbox field DuplicateAccount on your accounts table and set the value of of this field to true for all duplicate account accounts.

 

In your query BR for account table you can simply use the following query.

 

current.addEncodedQuery('u_duplicate_account',false);

Hope this helps.