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Topics#Data ManagementSalesforce Admin's Question
Salesforce Admin asked in #Data Management
Oct 4, 2019, 1:05 PM

Best way to implement confidential notes for social workers?

I work for an educational insitution with some social workers on staff.  These social workers currently store the notes for their clients in Word documents on their computer, which only they themselves can see.  They would like to start using Salesforce for this (since all other information about the client is already in there).  My question is, do I use the Lightning Private Notes for this or should I create a new object?  I'm leaning towards a new object to avoid possible mistakes in sharing the Private Notes.  Any feedback would be appreciated!
1 answer
  1. Guy Keshet (TCS)
    Oct 7, 2019, 10:14 AM
    Hi Michael

     

    I think private notes is the right solution here - as you can set the privay to private only

     

    sharing mistakes can happen with a custom object just as with notes. If anything - private notes have more sharing controls than a private object, and you will be qasting time and resources building a feature that already exists

     

    for reference - a custom object will need it's OWD set to private to prevent it being visible to others, but can still be manually shared, and may still have some out of box sharing eg for users with ViewAllData permission, via role hierarchy etc 

     

     
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