Tag: CRM

Let us understand this with a simple example.

We have the following 2 custom tables having a 1 – N relationship.

Project (1-n) Artefact.

The relationship behavior is Custom with Cascade All for all the actions except Delete.

User 1 is the System Administrator and Test User 1 has the Field Service Admin role but doesn’t have any roles that give him access to the project or artefact table.

We can see the tables are not showing up for Test User 1 in the app unlike User 1 with the System Admin role.

Now let us assign a custom security role – Test Sharing to test user 1 that gives him Organization Level rights on the Project table.

As expected, Test user 1 now has Projects appearing in the app, and as he doesn’t have any rights on the Artefact table, he cannot see it in the form or the app.

Now user 1 shares the Project 1 record with test user 1. Remember we have set Share as Cascade All in the relationship between Project and Artefact.

But still, because the user doesn’t have any privileges on Artefact, it doesn’t appear for Test User 1 on the form as well as the app.

Now let us update the Test Sharing Role and add Read Permissions – User Level for the Artefact table.

Now Test User 1 can see the Artefacts in the related records as well as the App.

We can observe 2 things here –

• Although Test User 1 only has User-level Access to the Artefact, he can still see the Artefact records created by User 1, as the parent Project record is shared with Cascade All–Share in the relationship behavior.
• And as Test User 1 has only Read access he can only view the artefact records shared.

Here if we update the Test Sharing role to provide Write access at User Level, the user will be able to edit the records.

Also right now if User 1 creates the Project 2 record with the related P2 A2 artefact record, Test User 1 will only have access to the Project 2 record because of Organization Access but not to the P2 A2 artefact record as he has only has the user-level access.

Let us now update the Relationship Behaviour between Project (1-n) Artefact, and set Share to Cascade None.

Let us share the Project 2 record with Test User 1 now through the User 1 account.

As expected even after sharing the Project 2 record, Test User 1 does not have access to the P2 A2 artefact record as we had updated the relationship behavior as Cascade None for Share.

The first check that the user needs to pass is the Privilege Check, which checks if the user has the required privileges for that table before the Shared Access check

Also, Check – How access to a record is determined.

Hope it helps..