We run 10 PMs in the Metro Area. Each PM has a primary area, but they need to share areas too. How can we have Secondaries?

Question

How can we configure FSL to allow sharing of Areas? We have 10 PMs covering specific (primary) areas, but due to quantity of tasks we need to assign PMs out of their areas quite often. Is there a way to allow Secondary access?

Jayson Morales · Answer

Hi Colin,

Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the FSL group below to collaborate with the experts for best practice and advice.

https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A000000PcSsSAK

Hope that helps.

Regards,

Jayson

We run 10 PMs in the Metro Area. Each PM has a primary area, but they need to share areas too. How can we have Secondaries?

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