Adding Confidential Contact Details to a Contact Record
How does this feature work?
This feature is set up as a related contact record against the contact, and there are some security permissions to configure before this will be properly functional.
- Go to any contact record, under Details tab go to the field "Confidential Contact Detail" field and click to create one for a contact.
- Then click New Contact Detail to add confidential details.
3. Once the confidential record has been added, additional people can be granted access to these confidential details.
Required setup
Sharing Rule setup
Create a Contact Detail Sharing Rules against the Sensitivity field to set access levels on the confidential record.
Page layout setup
Add Confidential Contact Details field to the relevant page layouts. The field label can be renamed using the translation overide.
Lightning page layout
Optionally a related record can be added to the Lightning page layout for contacts, referencing the Confidential Contact Details field. To have the details always displayed on the layout.
Questions
Add questions here so we can all benefit from the answers.
| Question | Outcome |
|---|---|
| Can we use the confidential contact detail's email address for publications and campaigns? | No This kinda defeats the purpose of having confidential details stored. Workaround The email address can be copied by a users who has permission to see the address into either the Alternate Email Address or Assitant Email Address on the Contact record and set up field level security so only the Events/Marketing users have access to view. When an Event / Publication is sent, the alternative email address can be selected from the Invitee or Subscriber record as shown below.
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Known Issues / Bugs