Does anyone know how we can modify a rep's security to allow them to self assign Accounts and Leads to themselves?
Thank you
-Rob
답변 1개
Try giving them this permission - https://help.salesforce.com/articleView?id=account_owner.htm&type=5
It assumes that they can already see the account in order to change it. You may need to throw in an edit permission as well, but I am not 100% on that.
Good Luck.
