Overview:
When Manage My Presentations is enabled in an org, an end-user is able to see custom CLM Presentations created by another user in the Media menu in CRM Offline. The user should only see the admin-defined presentations and his own presentations.
Root Cause:
SFDC Sharing Settings are incorrectly configured.
Example: The user has View All access enabled to the CLM_Presentation_vod__c object.
Solution:
Be sure that the sharing of CLM Presentation records is configured as follows:
- Sharing Settings on CLM_Presentation_vod must be set to Private to prevent users from receiving custom presentations created by other users
- Set Grant Access Using Hierarchies to false on the CLM Presentation and CLM Presentation Slides objects to prevent managers from synching their subordinates’ custom presentations
- Create a sharing rule to provide users access to presentations created by Content Administrators (Example: Type_vod NOT EQUAL to 'Custom')
- Be sure that no security overrides are enabled for the user's profile on the CLM_Presentation_vod__c object
Related Documentation:
CRM Help Documentation: Using Custom Presentations
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.