An administrator at a financial consulting firm needs to restrict access to sensitive audit documentation attached to Opportunity records. Even though multiple sales team members have Read/Write access to the Opportunity records, the administrator must ensure that only the file owner and explicit file collaborators can view these attached documents. Which configuration change should the administrator make to satisfy this requirement?
- Set the File Privacy on Records option to Private on Record for the target files.Answer
- BChange the Organization-Wide Default (OWD) sharing setting for the ContentDocument object to Private.
- CCreate a permission set that revokes the View All Data object permission on Content Version for sales team members.
- DConfigure an Opportunity sharing rule to restrict child record access to Private for all non-owners.
Answer
Set the File Privacy on Records option to Private on Record for the target files.
The 'File Privacy on Records' feature allows administrators and file owners to override default file inheritance on records. By changing this property to 'Private on Record', users who have access to the Opportunity will no longer automatically see the attached file unless explicitly granted access.
Step-by-Step Solution
Key Concept
File Privacy on Records in Salesforce Files
Estimated Time:2m 0s