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Topics#Sales And MarketingRodney Green's Question
Rodney Green (Certica Solutions, Inc.) asked in #Sales And Marketing
Sep 24, 2019, 9:02 PM

I want to give Permission to add a Contact Role to an Opportunity but not edit any other Opportunity fields

I want to give my marketing team SF.Com users the ability to add certain contacts to opportunities that are owned by sales rep users.  However, I do not want to give the Marketing users to edit any other fields on the Opportunty.  Is ther a Permission set I can create to permit only the add/edit/delet of COntact Roles associated to an Opportunity?
1 answer
  1. David Holmes (Fathom)
    Sep 24, 2019, 9:09 PM
    Hi Rodney,

     

    Because contact roles are a master-detail relationship with opportunity I don't think they can have set sharing rules.

     

    But I think you could give you marketing users edit access to opportunities(so they can add contact roles) and create a opportunity validation rule that checks if someone is a marketing user and prevents them from saving the opportunity.

     

     
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