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 their 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