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Introduction

Sometimes business requirement is to have different Pulsar behaviour for different group of users. As an example, we need to show different default values for same fields for same objects based on user role/Group.

In Order to Achieve this functionality, we need to setup Sharing settings for PulsarSetting object for the Org. The path for the same is as follows:

Setup >> Security Controls >> Sharing Settings >> Manage Sharing Settings for "PulsarSetting"


Priority Value on PulsarSetting

We need to add Priority Value on Every Pulsar Settings based on the business requirement.

  • Add Priority = 100 for all Pulsar Settings used by all Roles/Groups
  • Add Priority = 101 for Pulsar Settings specific Roles/Groups
  • Add Priority = 102 for Pulsar Settings specific Roles/Groups

You can create separate set of Pulsar Settings as per the requirements and then use Sharing Settings to implement Role Based Access.


Example

Setup

Below are the steps

  • "Edit", Organization-Wide Defaults
    • Update Default Internal Access to "Private"
    • Update Default External Access to "Private"
    • "Select", Grant Access using Hierarchies

  • Create New PulsarSettings Sharing Rules using PulsarSetting Priority Values
    • Provide the Rule Name
    • Select "Based On Criteria"
    • Update Filter Logic Based on Business Requirements
    • Assign the Rule to Specific Roles/Groups
    • Keep the access Level as "Read Only"


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