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We are currently trying to add our leadership team to Salesforce as users; however, we want to limit how much they can do or see. We got their profile set up but realized that they couldn't view any Notes and/or Attachments for our inventory. From what I Googled, you have to have Chatter enabled to view those. However, we do not want them to have access to Chatter.

 

So, since they HAVE to have Chatter to view attachments/notes, how do I set up their profiles correctly to ensure that they have the access to notes/attachments but that Chatter is ENTIRELY hidden from them.

 

#Chatter

2 respostas
  1. 28 de fev. de 2024, 22:30

    Not exactly the solution I'm looking for, especially since that solution caused the Activity History to be completely hidden as well, alongside Chatter.

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