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Topics#Sales And MarketingRamsay Allen 的问题
Ramsay Allen 提问于 #Sales And Marketing
2019年1月9日 15:50

I have set up a new user as a sales rep, how do I lock down his permissions so he can only see and edit opps, contacts and companies that are assigned to him?

3 个回答
  1. Amit Singh (PantherSchools)
    2019年1月9日 15:54
    Hi Ramsay,

     

    The requirement that you are mentioning will be achieved by setting the OWD as private for the mentioned Objects. If you make the OWD private then only the Owner and User Above Role Hierarchy can access the record
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