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Comments
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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☺️.
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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
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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…
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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…