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 I do not want all users sharing account details, but time and again I have the issue with "duplicates" appearing due to this. I need staff to see the account name on other users' accounts, but NOTHING else. Is that possible? I can not see an easy way to do this.
2 respuestas
  1. 29 abr 2011, 1:59
    Assuming all users at that level are using the same profile (which denotes what they can see if that can see a record) and assuming you only have one page layout / record type for Accounts, if the user can see the account, they are going to be able to see the rest of the record (fields and page layout).

     

    It's a fairly new product, and I've only talked to the rep, but you might check out a product called "Dupe Catcher" They presented recently to the Dallas SFDC User Group and they might be able to help. Here is there contact info:

     

    Stephen Harding · Symphonic Source

    Office: 972.241.1543 | stephen.harding@symphonicsource.com

     

    Appexchange info:

     

    http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO

     

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