I have gone through your problem you can restrict user by to see there own record by following steps given below: 1:- From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings. 2:- Click Edit in the Organization-Wide Defaults area.
Full Answer
How to restrict users to view other user records in Salesforce?
Please refer the following details for restrict users to view other user records. (configured under Admin Setup->Manage Users->Profiles) are used to control which Salesforce objects (database tables) are available to Users assigned to the Profile, and what actions those Profile Users are allowed to perform on the table.
How do I restrict access to an object in Salesforce?
You can set Org-Wide Default access as ' Private ' for the object. Also, if it is custom object and you can also restrict record visibilty by Role Hierarchy. Uncheck the ' Grant Access Using Hierarchies ' option to restrict the access by Role Hierarchy.
Who has access to a record in Salesforce?
Record access is determined by the Role of the Record Owner. Any member of the Role hierarchy above the Record Owner’s Role will have access to the record. Users in the same Role as the Record Owner, and Users in Roles outside of that hierarchy, may or may not have access. By default, all Users have Read-Write access to all records in Salesforce.
What is the use of profile in Salesforce?
(configured under Admin Setup->Manage Users->Profiles) are used to control which Salesforce objects (database tables) are available to Users assigned to the Profile, and what actions those Profile Users are allowed to perform on the table. Profiles can be configured to allow for Create, Read, Write, and Delete access on an object-by-object basis.
How do I restrict access to reports in Salesforce?
Click Edit in the Organization-Wide Defaults area. To allow users to view reports based on standard report types that can expose data of users to whom they don't have access, select the Standard Report Visibility checkbox. Or, to hide these reports, deselect this checkbox. Click Save.
Can you lock reports in Salesforce?
In salesforce we can lock filters to prevent people from editing a field filter while reading the report in Lightning Experience. In Lightning Experience it is possible to select whether filters are locked or unlocked. We can prevent users from customizing the information in the reports.
How do I restrict users in Salesforce?
Create a new permission set for hiring managers.From Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.Click New, and enter the details. ... Click Save.Click Assigned Apps in the Apps section, then click Edit.Select Recruiting from the Available Apps list and click Add.Click Save.More items...
How do I restrict a report folder in Salesforce?
Go to System Permissions and then uncheck 'View Reports in Public Folders' .
How do I give a report access to a user in Salesforce?
On the Reports tab, hover over a report folder in the left pane, click. , and then select Share.Select Internal Users.Find the user you want, click Share, and choose an access level.Click Done, review your changes, and click Close.
How do I filter a report in Salesforce?
Filter a Report in Salesforce ClassicOn the Reports tab, click a report to open it.Click Customize.Click Add and select a Field Filter from the list. A new filter row appears below the other two filters.Click. ... Select an operator for the filter and type the filter value in the next field. ... Click Save.
How do I restrict a few users in Salesforce?
Create one permission set lets say Permission Set 1 and give all access to the object in that permission set , assign it to user 1. Similarly for user2 create a permission set say Permission Set 2 which have Read , Edit and Create access for the object.
How do I create a restriction rule in Salesforce?
Create a Restriction RuleIn Object Manager, click the object name for your restriction rule.In the sidebar, click Restriction Rule, and then click Create a Rule.Enter the rule's name and full name. ... To have the rule take effect upon saving, select Active.More items...
Can we restrict access through permission set in Salesforce?
Yes, it is possible to restrict permission for users using permission set in salesforce. It's easy to manage users' permissions and access with permission sets because you can assign multiple permission sets to a single user.
How do I make a public report private in Salesforce?
Navigate to the Dashboards tab.Select All Folders listed on the left-hand side. ... Click the carrot on the far right of the row with your Dashboard Folder name.Select Share from the dropdown.In the new popup window, Share with Public Groups or Users, View Access.Click Share, and then Done.
How do I create a private report folder in Salesforce?
Click Create New Folder or Edit from the Documents tab or the Classic Email Templates Setup page.Enter a Folder Label . ... Choose a Public Folder Access option. ... Select an email template and click Add to store it in the new folder. ... Choose a folder visibility option: ... Click Save.
Who can see my reports Salesforce?
Required Editions When you create a folder, it is accessible only to you and to users with administrative permissions, until you share it. Viewer access allows you to view the reports or dashboards in a folder, but doesn't determine access to folder contents.
Workarounds
If you review the above settings and you're still not able to add the User to the Scheduled Report list, here's what you can do:
Scheduling to recipient by creating a Public Group
1. Create a Public Group ( Setup | Manage Users | Public Groups) with the individual users added.
Temporarily convert the Dashboard Folder to "accessible by all users"
Users can then be selected for the scheduling. After the scheduling is saved with the specific users, convert the folder back to "This folder is accessible only by the following users."
