Allow marketing member to view the accounts but cannot view the main phone of the accounts

Procedure

  1. In the Control Center console, click Policies.
  2. Click ADD POLICY.
  3. In the Name box, type the policy name.
  4. Set the policy effect as Allow.
  5. Define the subject components.
    For example:
    • Display Name
    • Subject Type = User
    • Conditions = Team Name is Marketing
  6. Define the resource components.
    For example:
    • Display Name
    • Resource Type = ACCOUNT
    • Conditions = crm_object is account
  7. Select action as VIEW.
  8. Under the OBLIGATIONS section, select the Mask Fields check box.
  9. Specify values of the following fields.
    • Field (1) = nxl_isowner
    • Operator = Equals to
    • Value = false
    • Mask Character = ******
    • Mask Field (1) = telephone1
  10. Click SAVE & DEPLOY.