Activity Forums Salesforce® Discussions How can we give access to a Customer Service profile to edit Salesforce records?

  • Neha

    Member
    April 16, 2018 at 5:29 am

    Hi Ravi,

    In this case, you need to give Edit access to order object on customer service profile. From this, you are giving access at metadata level.

    Since your OWD setting is set to control by parent and user has read access at record level then you need to provide edit access to users those are associated with customer service profile at the record level. For this, you need to add the users to the group and create sharing rules to give edit access to them on order object.

  • Parul

    Member
    September 20, 2018 at 6:24 pm

    Hi,

    go to the OWD:

    From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings.

    Click Edit in the Organization-Wide Defaults area.

    For each object, select the default access you want to use. If you have external organization-wide defaults, see External Organization-Wide Defaults Overview.

    To disable automatic access using your hierarchies, deselect Grant Access Using Hierarchies for any custom object that does not have a default access of Controlled by Parent.
    Note

    If you are increasing the default access, such as from Public Read Only to Public Read/Write, your changes take effect immediately. All users get access based on the updated default access. Sharing recalculation is then run asynchronously to ensure that all redundant access from manual or sharing rules are removed.

  • shariq

    Member
    September 20, 2018 at 10:29 pm

    Hi,

    Just give the edit access through OWD sharing setting.

    Hope this helps.

    • This reply was modified 6 years, 1 month ago by  shariq.

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