Access Control can be extended to any standard or custom object within your organization.
To set up access control for any standard or custom object, your administrator must complete the following steps:
Step 1: Create a Lookup Field for the Object on the Related Access Control Object
- Go to Salesforce Setup | Object Manager.
- Use the Quick Find and search for the Related Access Control object.
- Open the object details.
- Select Fields & Relationships from the left sidebar.
- Click the New field button.
- Select Data Type as a Lookup Relationship and click Next.
- Choose your related object from the list and click Next.
- Provide the Field Label, Field Name, Child Relationship Name, and click Next.
- Select your field-level security setting according to your needs and click Next.
- Add the field and related list to the relevant page layouts, and then click Next.
- Click Save.
Step 2: Configure Default Sharing Settings for the Object
- Go to Salesforce Setup.
- Use the Quick Find to search and open Sharing Settings.
- Click Edit and scroll down to find your object's Sharing Settings.
- Make sure both Default Internal Access and Default External Access are not set to Public Read/Write.
- Click Save.
Step 3: Setup Record-Triggered Flows on the Object
- Go to Salesforce Setup.
- Use the Quick Find to search and open Flows.
- Click and open a flow named Access Control: Apply (on Create & Update) to launch the flow in Flow Builder.
- Within the Flow Builder, edit the Object under the start element of the flow.
- Change the object to your object.
- Click Save As New Flow to save the flow.
- Click Activate to activate the flow.
- Go to Salesforce Setup.
- Use the Quick Find to search and open Flows.
- Click and open a flow named Access Control: Apply (on Delete) to launch the flow in Flow Builder.
- Within the Flow Builder, edit the Object under the start element of the flow.
- Change the object to your object.
- Click Save As New Flow to save the flow.
- Click Activate to activate the flow.
Step 4: Create Access Control for the object
- Go to the App Launcher (or waffle) and search for Access Control.
- Go to the Access Control tab.
- Click New or the Access Control Easy Add button and set up your access control for the object.
Step 5: Add Access Control & Sharing Action for Record Page
Follow this guide to set up and add Access Control & Sharing action button to your object's page layouts or Lightning record pages.
Access Control cannot be extended to an object that is a child of another object using a master-detail relationship.