Critical Real Time Scenarios

I will discuss some real time scenarios which a Salesforce Admin may encounter

SCENARIO 1 : For a Profile, READONLY access on XYZ object. But, admin was requested to give Edit access on Files and Notes for the XYZ records on the same Profile

What is the purpose of Notes ?

Notes are for personal use to record any information related to that record. Every record has an individual note where user can write stuff which will be linked to only that record. Not any other user can view that Note.

Regarding Edit access for Notes :  there is no way to open up visibility access for Notes when Object level setting is Read-only. This feature is requested by many at ‘Idea exchange’ (below is the link). I too gave my comment and upvote this Idea.

https://success.salesforce.com/ideaView?id=0873A000000E2a6QAC. (Manual sharing of Notes is possible but only for Viewing. Collaborative editing of Notes by many users is not possible)

Regarding Edit access for Files : Is only possible with the help of Manual sharing by [Record Owners/Users who has Edit access] to a group of Users.

Note: We can work on opening the visibility of Notes with the help of Triggers. Usually Trigger is a last option we go for, only when requirement is critical



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