How to restrict sales order data to specific users based on order type, customers, items, any field — Cloud Customer Connect
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How to restrict sales order data to specific users based on order type, customers, items, any field

Summary:

How to restrict sales order data to specific users?

It could be based on any sales order field like order type, customers, items, EFF.

Is this possible?

Content (please ensure you mask any confidential information):

We are looking for restricting sales orders data to specific users based on order type, customers, items, any field like EFF. Tried checking if we can do this using reference data sets but it does not work.

Business requirement is only few users should be able to see certain order types related to specific customers.

Version (include the version you are using, if applicable):

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