Hi Everyone,
I have a requirement on the Opportunity object and need your suggestions:
There is a checkbox field called "ELOC Application". On Opportunity, we also have a record type: "ELOC Opportunity", And OWD is set to Private.
Business Logic:
If Opportunity Stage = Closed Lost, then ELOC Application = False (unchecked).
If Opportunity Stage ≠ Closed Lost, then ELOC Application = True (checked).
Now the additional requirement:
If ELOC Application = False, then users with the Retail Home Loan Officer and Retail Office Loan Officer profiles should not be able to see those Opportunities.
Till now, I have created a flow.. facing issues, but I'll sort it out. But confused by Additional Requirements. Please help.
#Salesforce Developer #Flow #Developer Forums #Trailhead Challenges
sorry, I just misread this part
"Retail Home Loan Officer and Retail Office Loan Officer profiles
should notbe able to see those Opportunities. "
In that case the Group in the Sharing Rule that allows users to see those record would just be all users except for those 2 Profiles
