Scenario
There are instances wherein users need to restrict Custom Record Types from specific Roles.
Solution
- Navigate to Customization > Lists, Records, & Fields > Record Types
- Click the preferred Custom Record Type
- Access Type: Select Use Permission List
- Click Permissions
- Role:
- Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
- Role: Select Role
- Note: Add all the Roles you want to grant access to the Custom Record.
- Level: Select desired Access Level
7.Click Save