We have Sales, Support and Marketing team using Salesforce CRM.
Marketing and Support would need access to information across the country except for Reports and Dashboards that are specific to Sales team (forecast, opportunities etc.)
I need help to create role/profile specific to the access levels.
Thanks,
Pooja
2 Antworten
Thanks Shekhar for a promt response.
We use territory model and fro country wide access to information, certain users are assigned the country manager role.
Problem is when we schedule dashboards as per the role, these dashboards are shared with everyone in that role.
Can that be limited to certain users only?
