on 2018 Feb 01 9:02 PM
Hi Communitty,
Could you help me explain if possible, to hide Accounts, Individual Customers, and opportunities to users who are not owners?
It is a little confusing for me, in the company where we are implementing C4C, they require that the sellers can not see the accounts, Individual Customer and other opportunities.
The only authorized role is the Sales Manager, there is some real procedure for this.
I have been reading about the territories but it is not so clear to me if, I can perform the requirement using only territories.
Thanks in advance
Request clarification before answering.
You might want to refer Access Control Management: Access restrictions explained – Restriction Rules
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