Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.

  1. Create a Custom Field 
    1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
    2. Label = (Example: Private Customer)
    3. Type = Checkbox
    4. Store Value = checked
    5. Applies to = Customer
    6. Click View
  2. Create the workflow
    1. Navigate to Customization > Workflow > Workflows > New
      1. Set the following:
      2. Name = Restrict View
      3. Sub Types = Lead, Prospect, Customer
      4. Release Status = Released
      5. Keep Instance and History = Always
      6. Enable Logging = Checked
      7. Release Status = Released
      8. Keep Instance and History = Always
      9. Enable Logging = Checked
      10. Initiation = Event Based (check On Update or Update)
      11. Trigger Type = -All-
      12. Click the New State button
      13. Under the Actions tab, click on New Action button
      14. Select Return User Error from the list
      1. Trigger on = Before Record Load
      2. Parameters: Message = You cannot view this record
    2. Select Visual Builder
    3. Click the Icon with an arrow at right hand side
    4. Field =  Private Customer
    5. Compare Type = Checked
    6. Click Add
    7. Field =  Role
    8. Compare Type = Any of
    9. Selection = Administrator
    10. Click Add
    11. Click Save
  3. Click Save

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