Likith kumar Pallerla

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Hello @Matthew Brandon Hontiveros-Oracle, This does not resolve my concern. I am still working on it with different scenarios. Thank you for your assistance☺️.

in Restricting the Sales Rep role to his/her own Opp but still have a full/view access of the customers Comment by Likith kumar Pallerla Sep 30, 2024 1:38PM
Hi @Matthew Brandon Hontiveros-Oracle, Thank you for providing the scenarios. I’ve tried all of them, but unfortunately, none have addressed my requirements. Thanks, Likith

in Restricting the Sales Rep role to his/her own Opp but still have a full/view access of the customers Comment by Likith kumar Pallerla Sep 27, 2024 1:43PM
Hello @Matthew Brandon Hontiveros-Oracle, Thank you for providing the additional links. I have gone through all of them and am still not able to figure it out. Please see the screenshot of the current setup of the role & permissions. Role: In General subtab. Employee Restrictions Set to Own and Subordinates. Subsidiary…

in Restricting the Sales Rep role to his/her own Opp but still have a full/view access of the customers Comment by Likith kumar Pallerla Sep 25, 2024 6:51PM
Hi @Matthew Brandon Hontiveros-Oracle, Thank you for your comment. I don't want my sales representatives to have access to customer transactions. I only want them to have access to customer while filling out an Opportunity. Below is an example: I logged in as a Sales Rep. I am trying to create an Opportunity but I am not…

in Restricting the Sales Rep role to his/her own Opp but still have a full/view access of the customers Comment by Likith kumar Pallerla Sep 25, 2024 4:23PM

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