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Set Up Controlled Visibility with a Custom Container Object
Provide high-level activity awareness to users while restricting access to underlying sensitive or regulated records.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
| User Permissions Needed | |
|---|---|
| To create a custom container object | Life Sciences Commercial Admin permission set |
Use a custom container object when you need to provide visibility into an activity without granting access to the source record. This is a common requirement in highly regulated Life Sciences environments where awareness is needed for coordination, but access is restricted for compliance.
In this model, you use automation (such as Apex) to stamp or copy only specific, non-sensitive fields from a protected record (like a Medical Inquiry) into a secondary Container record. The Activity Timeline then displays the container record instead of the original record.
-
Create a
custom container object to serve as the storage for stamped activity data. You can
control visibility and sharing to activity information by configuring access to the container
objects.
- Master-Detail Relationship: Access to container records follows the parent Account’s sharing.
- Lookup Relation: Access can be controlled using sharing rules or Apex logic.
- Set up triggers to automatically copy selected fields from the original activity record into the container object. This also determines which fields appear in the Activity Timeline.
- Add the custom object to the Activity Timeline display settings.
- Disable the standard activity display to ensure users only see the stamped records, thus preventing the display of duplicate records in the Activity Timeline.
A Medical Science Liaison (MSL) conducts a highly sensitive scientific exchange with a doctor. Due to compliance Firewalls, a Sales Rep is strictly prohibited from seeing the clinical details of that discussion. However, to avoid duplicating outreach, the sales rep needs to know that a meeting occurred. By stamping only the Date and MSL Name into a container object, the sales rep sees the event on the timeline but is physically blocked from clicking into or viewing the sensitive MSL notes.
