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Topics#Data ManagementFrage von Penny Ellenbecker
Penny Ellenbecker (SilkRoad Technology) fragte in #Data Management
15. Mai 2019, 14:50

Is there a way to limit who can access specific CPQ Templates in Salesforce?

Instead of all Sales Reps having access to specific template document, we want to limit who has access tho which documents.  Is this possible?
10 Antworten
  1. Penny Ellenbecker (SilkRoad Technology)
    15. Mai 2019, 16:36
    Thank you, Colby.  And this is the only solution you can advise to limit User access to CPQ Templates?  

     

    Currently we have two Values set up for our Templates.  1) 'Deployed' which means the templates can be seen by all non-admin users.  2) 'In Development' which means only Admins can view the template.  

     

    We are looking for an option in which we can designate who has access to which templates versus the generalized values above.
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