Loading
Feature degradation | Gmail Email delivery failureRead More
Manage Users and Data Access
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Require Permission to View Record Names in Lookup Fields

            You are here:

            1. Salesforce Help
            2. Docs
            3. Manage Users and Data Access

            Require Permission to View Record Names in Lookup Fields

            To better protect your Salesforce org’s data, you can restrict who can view record names in lookup fields and system fields, such as Created By and Last Modified By. If you enable the Require permission to view record names in lookup fields setting, users must have Read access to these records or the View All Lookup Record Names permission to view this data.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To modify sharing settings: Manage Sharing
            Note
            Note The View All Lookup Record Names permission only applies to lookup record names in list views and record detail pages. Lookup record names are visible in history tracking related lists. To prevent users from viewing record names in history tracking related lists, disable field history tracking.
            1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
            2. Click Edit in the Organization-Wide Defaults area.
            3. Select Require permission to view record names in lookup fields.
            4. Enable the View All Lookup Record Names permission in custom profiles or permission sets for users who must see record names in all lookup and system fields, regardless of sharing settings.
            Example
            Example

            After the Require permission to view record names in lookup fields setting is enabled, in Lightning Experience, users who don’t have Read access or the View All Lookup Record Names permission see the lookup field labels, but not the data in the fields.

            Account record detail page in Lightning Experience after setting is enabled, with only lookup field labels.

            In Salesforce Classic, users who don’t have Read access or the View All Lookup Record Names permission see an underscore in system user lookup fields. They also see the record ID in custom user lookup and non-user lookup fields.

            Account record detail page in Salesforce Classic after setting is enabled, with only lookup field labels.
            Note
            Note In Lightning Experience, a parent record's name is visible in lookup fields if the user has access to its child record via a "View All Records" permission. This behavior applies even if the user doesn't have access to the parent record. In Salesforce Classic, the parent record's ID is displayed instead of its name.

            See Also

             
            Loading
            Salesforce Help | Article