Universal Con conducts 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, their managers, and their managers' executives 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 we make this possible?

Question

Cristopher Duarte

Social Studies

2 January, 10:07

Universal Con conducts 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, their managers, and their managers' executives 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 we make this possible?

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Caitlin Solomon · Answer 1

The company Universal Con should configure a private sharing model to set restrictive data access to only the people they want to grant that. This kind of sharing model would give access using hierarchy; also manage field access with field-level security.