Question

A Salesforce administrator receives a request from the compliance team: sales representatives must never be able to see the 'Social Security Number' field on the Contact object anywhere in Salesforce, including in reports, list views, and the API. A junior admin suggests simply removing the field from the sales reps' Contact page layout. What is the BEST way for the administrator to meet the compliance requirement?

Accepted Answer

Hide the field using field-level security (remove Visible) for the sales rep profile or via a permission set.

Answer

Remove the field from the sales reps' page layout, since fields not on a layout cannot be accessed by users.

Answer

Set the field to 'Read Only' in field-level security for the sales rep profile.

Answer

Create a validation rule that prevents sales reps from viewing the Social Security Number field.