Hi,
I have a Lightning Page on our Lead object with a field linked through to Opportunity__r.AccountId.
This allows the user to view existing Person Accounts.
I can see it as system admin, but I can't work out how to give permissions for other profiles/permissions sets. I've given full access to the Opportunities & Account objects, but they are still unable to view the field on the Lead Lightning page.
Any ideas would be welcome!
Hi @Dave Shaw, 👋
I'm trying to understand how you enabled this "field linked through to Opportunity__r.AccountId"
I can see you have a field "Account Name" in your Lead page (Lightning Record Page), and its API name is "Opportunity__r.AccountId", which means there is a relationship between Lead and Opportunity. How did you achieved that?
It seems you have a Lead lookup field in the Opportunity object. Is that right?
Actually, it's the other way around, otherwise you would end up having a related list of opportunities on the lead page.
🎯 Have you checked the Field-Level-Security / Read Access for the Opportunity field on the Lead object?