Hi All,
When we create task on any object inside salesforce, the assign to id lookup field shows salesforce licence users along with community users. How can we apply filters on task object assign to field so that it doesn't show community users. I want only the salesfoce users to come up in the look up field.
I also tried to explore filters on lookup field. But lookup filters is not available on assign to field on task.
Any suggestion on how to achieve this?
Thanks,
Adarsh
I don't believe that you can. One option may be to remove access to the community users for those users who you don't want community users to show up for. But as far as filters go you can't do it on that standard field.
Another option maybe to create your own custom field where you apply the filters, and you copy the value from the custom field to the standard field in automation.
A third option may be to use validation rules to prevent users from selecting a community user in the assigned to field, and only allow them to select an internal user.
