Hi everyone,
Our Opportunity sharing is Public Read/Write. Reps need to use Agentforce Coworker for e.g. their own deals, but they must not be able to query KPI/performance data about their colleagues (e.g., "How many deals did XY close in month XY?").
How can we block peer performance calculations without changing CRM sharing to Private?
Thanks!
#Agentforce
1 respuesta
Hello @Anne Gleißner apart from Coworker, I assume that you already have access to these records, and can report on them. So Coworker has the same access. Restriction rules are not available yet for opportunities, and anyway it will not be the correct pattern. If the requirement is confirmed, you may indeed think about testing a change in your sharing model. Eric
