Roles:
1. Data Services
2. Account Management
3. Sales
4. Operations
On the Opportuntiy page, I have a custom lookup field called 'Ops Leads' .
I want the following to be accomplished:
1. ONLY account management should be able to look up the 'Ops Leads' look up field.
2. Once Account Management looks up the Ops Lead - say Sean
3. Sean should be the Opportunity Owner.
I had acocmplished this using workflow rules and creating profiles. But I am moving away from Porfiles and setting up users in Roles.
Please help.
Thanks,
CS
5 answers
