A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.
Which approach is recommended to meet this requirement?

Question

A banking company wants their customers Date of Birth Field searchable by Banking Reps, but only editable by Customer Support Reps.Which approach is recommended to meet this requirement?

Govinda Bhikha · Accepted Answer

Set the Fled Level Security for the Date of Birth field to be Visible to Customer Support Rep Profile, and set the Date of Birth Field Visible and Read-only to Banking Rep profile.

Govinda Bhikha · Answer

Create a Validation rule in the Data of Birth field so the rule returns true only when user.profilename matches Customer Support Rep.

Govinda Bhikha · Answer

Add Date of Birth field to the Search layout of the Contact Object. Modify the Page layout assigned to Customer Support Rep and add Date of Birth field as Required.

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