Restrict Access to Custom Record by Disabling Roles

Scenario

There are instances wherein users need to restrict Custom Record Types from specific Roles. 

Solution
  1. Navigate to Customization Lists, Records, & Fields > Record Types
  2. Click the preferred Custom Record Type
  3. Access Type: Select Use Permission List
  4. Click Permissions
  5. Role:
  6. 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

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