Use an approved view
Choose records intended for customer support, such as a public service catalog or product specifications.
Plan an Airtable connector for selected tables and fields, separating public product knowledge from private customer records.
Planned connector. Native setup is not available yet. The workflows below describe the intended scope; release depends on provider access and testing.
Choose records intended for customer support, such as a public service catalog or product specifications.
Internal costs, staff notes and linked customer records should not travel with a public catalog by default.
The proposed mapping must handle linked records, empty values and changes without combining unrelated customers.
Define the data, permissions and destination before putting the workflow in front of customers.
Prepare a small catalog view and identify every field that is safe for customer answers.
Decide which fields may be read, which people may use them and whether any separate write action is needed. Native setup is not available yet.
Add a private field and a linked customer record, then verify neither appears in public retrieval.
The native connector is planned. The workflows on this page describe the proposed design; there is no native installation to activate yet.
Add a private field and a linked customer record, then verify neither appears in public retrieval.