Share certain records with only certain users

If you would require to have some records to only be shared with certain users, e.g. based on record level, to a certain group (those selected users), and the rest of the records (e.g. records that are the other recod types) with the rest of the internal users.

It can be done by restricting all objects on OWD(Organization-Wide Defaults) level to private and then share certain records.By default 'Grant Access Using Hierarchies' is selected (checked). If you don't want to share the records with users based on role hierarchy, make sure to uncheck this box for respective objects in OWD settings.

Once the OWD setting for an object is set to Private, applying Sharing rules based on criteria would be the best way to meet your requirement scope.If you want Users to share at record level, you can also enable Manual Sharing.

You can navigate to OWD by searching Sharing settings in Setup > quick search.

You can refer Below link for more sharing Information.
https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/security_data_access.htm

Reset changed user profile permissions

Hi,

There is no way to "Reset" the changes made on your profile.

But there is one way by which you can revert it some what.

you can

look in to the "View Setup Audit Trail" from Setup and see the list of changes made to your profile, and then try to correct it manually.


Hope this helps.

Merge field syntax is correct yet the generated PDF document is not displaying the data : Steelbrick CPQ

This might be because of merge field is not populated on source code. So try to verify your merge field in source code.

If your merge field syntax is correct yet the generated PDF document is not displaying the data or is displaying an error, click the HTML button highlighted below in your template content toolbar to troubleshoot.

Ensure your merge field name was pasted in correctly. Formatting tags can get inserted within the brackets when pasted in from a rich text applications.
Instead, paste from Notepad, which strips out all excess formatting.

Alternatively, click the HTML button on the template content editing toolbar and remove formatting tags manually, making sure that the merge field syntax is not interrupted by these tags.

If still not working click Source Button and check if merge field is populated.


For merge field information visit: https://community.steelbrick.com/t5/Quote-Templates-Knowledge-Base/Merge-Fields/ta-p/299