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Topics#Sales And MarketingRamsay Allen의 질문
Ramsay Allen 님이 #Sales And Marketing에 질문했습니다
2019년 1월 9일 오후 3:50

I have set up a new user as a sales rep, how do I lock down his permissions so he can only see and edit opps, contacts and companies that are assigned to him?

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  1. Amit Singh (PantherSchools)
    2019년 1월 9일 오후 3:54
    Hi Ramsay,

     

    The requirement that you are mentioning will be achieved by setting the OWD as private for the mentioned Objects. If you make the OWD private then only the Owner and User Above Role Hierarchy can access the record
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