Welcome to another post in the “How I Solved It” series. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Tom Bassett uses the power of point-and-click tools—Flow, Restriction Rules, and Experience Cloud—to selectively control record access from Account fields. Read more details in the post below.
Key business problem
As a Salesforce Admin, when you’re defining your data model, you have a number of important things to consider. Do you need to use a master-detail or lookup relationship on your custom object? Which organization-wide default sharing setting should you apply? Should you grant access using profiles or permission sets? What about when you have customer/partner users, for which Salesforce users want to toggle access
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