Universal Containers conduct evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, and their manager's executive can view the rep's evaluation record but the reps should not be able to view the executive comment field on their review. How can these requirement be met?

Question

Alisha

Business

25 June, 13:29

Universal Containers conduct evaluations of their sales reps using a custom object consisting of numerical scores and executive comments. The company wants to ensure that only the sales reps, and their manager's executive can view the rep's evaluation record but the reps should not be able to view the executive comment field on their review. How can these requirement be met?

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Answers (1)

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Jaydon Herring · Answer 1

You could use a private sharing system or application that grants access through custom settings. Also, It should display page layouts and it should have field-level security.

Explanation:

If the company wants to ensure that a few staff members and reps can view the rep's evaluation records, thus the private sharing application should grant access through custom settings. The page layouts should be specific by accounts, numerical scores, and executive comments. These page layouts should use field-level security to restrict reps to view the executive comment field on their review.