Hi there,
I am curious if there is a way to restrict the data that is visible in a dashboard based on the user/profile that is viewing the data? For example, the VP of Sales should have visibility across all sales data, whereas a Sales Rep should only be able to view only his/her own data. Is there a way to implement this across dashboards in CRM-A?
Thanks!
4 answers
Do you have any experience working with the AccountShare object? That’s the way to mirror row level security in CRMA and Salesforce. I’ve not found any good documentation on it, but it does work if you can build out the solution for how your org is set up. Each org can use the AccountShare a bit differently, which is why you have to spend some time learning how it’s used.
