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Give Caseworkers Access to Goal and Benefit Assignments Related to Care Plans
Allow caseworkers and other staff members to effectively collaborate on cases by granting them access to goal assignment and benefit assignment records related to care plans.
Required Editions
| Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability. |
| User Permissions Needed | |
|---|---|
| To access program and benefit management settings: | Advanced Program Management permission set OR Education Cloud Full Access permission set |
| To enable program and benefit management settings: | Customize Application |
When you work with care plans, individual privacy is important. By default, organization-wide default sharing settings for goal assignment and benefit assignment records are private for both internal and external access, which means that they’re available only to the user who created them. Although you can expand access to goal assignment and benefit assignment records by changing the sharing settings for those objects, using a sharing rule, or granting access through role hierarchies, these approaches potentially give too many people access to private individual data.
Instead, provide users access to goal assignment and benefit assignment records based on the permission level of the parent care plan that the goal assignment and benefit assignment records look up to. That way, caseworkers and other staff members can access all of the related care plan records for a client’s case, and they can easily collaborate or transfer cases among each other.
This table shows the permissions that Salesforce provides when you give users access to benefit assignment and goal assignment records based on their access to the parent record.
| Permissions For Parent Care Plan Records | Permissions for Benefit Assignment And Goal Assignment Records |
|---|---|
| Read | Read |
| Read and Write | Read, Write, and Delete |
Salesforce can query up to 100,000 parent records in an org.
Here’s how to give access to goal assignment and benefit assignment records based on their access to the parent record.
- From Setup, in the Quick Find box, enter Program and Case Management, and then select Program and Benefit Management Settings.
- Turn on Allow users to access all benefit assignment and goal assignment records when the user has access to the benefit assignment and goal assignment’s parent records.
