After researching & googling for the many answers out there, I'm starting to hit the the insanity loop.
I've found the many pieces of advice and are still unable to pass this challenge.
I've added the necessary screenshots to help tell my story. Please help!
Field Sales User Requirements
1. Field Sales users should be able to create their own list views, but not create or manage list views for others.
2. They should also be able to create reports and dashboards, but not create or manage report and dashboard folders.
3. Field Sales users should have mobile access, granted by the admin on demand. They are not restricted in terms of their hours of access to Salesforce.
4. They should also be able to read, create, and edit (but not delete) their own opportunities; and read and edit all accounts.
Note: When providing access to see and edit all accounts for Field Sales, do not use the profile View All and Modify All settings.
Inside Sales User Requirements
1. Inside Sales users should only be able to access Salesforce from the main office (IP address 000.000.000.000), and should only be able to access Salesforce during working hours (between 8:00 AM and 6:00 PM PT, Monday-Friday).
2. They should not have mobile access.
3. They should be able to create reports, dashboards, and create and manage reports and dashboard folders.
4. They should be able to create and manage list views for themselves and other people.
5. Inside sales users can view, create, and edit all accounts and opportunities (but not delete them).
Note: When providing access to see and edit all accounts and opportunities for Inside Sales, do not use the profile View All and Modify All settings
Sales Executive User Requirements
1. Sales Executive users should be able to view all opportunities and accounts (regardless of other sharing settings), but not be able to create, edit, or delete any opportunities or accounts.
2. They should be able to create reports and dashboards, but not create or manage report and dashboard folders.
3. Sales Executive users should be able to create their own list views, but not create or manage list views for others.
4. They should have mobile access, granted by the admin on demand, and are not restricted in terms of their hours of access to Salesforce
Please oh please help me!
24 Antworten
Thank you for the reply. I was finally able to wrok through it. Thanks for the additional information and guidance.
