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CX Sales Mobile Required Roles per Object

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edited Nov 15, 2023 3:24PM in Sales 4 comments

Summary:

A user can access CX Sales Mobile and can view the list of opportunities from their team.

however, after tapping an Opportunity from the List view. The details of the record are only stuck at loading.

User Type: Partner User

Created from Partner Object. and the following are the auto-provisioned custom roles:

Customer Service Representative Custom EM_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB_CUSTOM

{Company} Partner Administrator Custom EM_ZPM_PARTNER_ADMINISTRATOR_JOB_CUSTOM

Resource ORA_HZ_RESOURCE_ABSTRACT

Tried to modify the roles adding another custom role {Company} Partner Sales Representative

ZBS_SALES_REPRESENTATIVE_JOB_CUSTOM_EMR_PARTNER (removing EM_SVC_CUSTOMER_SERVICE_REPRESENTATIVE_JOB_CUSTOM)

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