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주제#Opportunity Pipeline

#Opportunity Pipeline토론 중인 항목 0개

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Teja B
2024년 3월 27일 오후 11:24
Opportunity & Contact View

Hi Everyone,

 

I have to restrict access for user so that he can only view his own Opp's & Contacts.

 

OWD settings for these objects are Public Read only & Controlled by parent respectively. Without changing the OWD settings is it possible to achieve this?

 

Thanks.

 

#Opportunity Pipeline

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  1. Zack Terry (Fast Slow Motion) Forum Ambassador
    2024년 3월 27일 오후 11:38

    Hi @Teja B, 

     

    OWDs are the baseline level of access - you cannot restrict record access beyond the access level granted by OWDs. You may need a Private sharing model in order to accomplish this, which will likely necessitate other updates and sharing rules to allow your others users to continue to use the system the way they currently do. 

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Blacksmith Agency 님이 #Support에 질문했습니다
2024년 2월 28일 오후 4:59
Unable to access Important Opportunities & My Pipeline list views

Hi Team,

 

I granted the permission set to access the inspect pipeline, but he is unable to switch to My Pipeline or Important Opportunities views. How can I resolve this?.

 

Unable to access Important Opportunities & My Pipeline list views

 

#Support  #Opportunity Pipeline  #Opportunities Pipeline  #Pipeline Inspector

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  1. Blacksmith Agency
    2024년 2월 29일 오후 2:54

    @Eric Burté Yes I have assigned the permission set, and the reps can access custom views in pipeline inspection section.

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Carrie Ann Taylor (Self-Employed Consultant | Virtual Assistant) 님이 #Opportunities Pipeline에 글을 올렸습니다
2024년 2월 2일 오후 5:21

One of my team members needs to have a dynamic pipeline report for YTD closed won opportunities....how can we do this so he is continually seeing the most current data in the pipeline dashboard?

#Opportunities Pipeline #Opportunity Pipeline

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Karyn Redford 님이 * Salesforce Essentials *에 글을 올렸습니다
2019년 7월 25일 오전 5:02

I have created extra stages in the Opportunity pipeline but they are not showing up? 

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  1. Amanda Chiu (Salesforce)
    2019년 8월 5일 오후 9:37
    Hi @Karyn Redford

    are you using the default lightning experience setup? And are you on Professional Edition or above? If so, you'll need to try:

    Setup (click the big setup cog) > Object Manager tab > Opportunity > Record Types

    Within the Opportunities record types, you should be able to update your sales stage to include any new stages you added

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