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How to prevent Contact and Account creation with custom job role

in Sales 1 comment

Summary:

I have a requirement to prevent a custom Sales role from being able to create a Contact or Account. I have a custom role created but I'm unable to find where the functional security policy for Trading Community Party creation is located. The only creation Functional Security policy I have on the custom role currently is Create Activity, but all the user can create all objects so I believe I'm looking in the wrong area.

Content (required):

I have a requirement to prevent a custom Sales role from being able to create a Contact or Account. I have a custom role created but I'm unable to find where the functional security policy for Trading Community Party creation is located. The only creation Functional Security policy I have on the custom role currently is Create Activity, but all the user can create all objects so I believe I'm looking in the wrong area.

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