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Sales: Limiting Resource Picker for Users

Accepted answer
in Sales 1 comment


Limiting the resources that a user can see then add or assign to records (like accounts)

Content (please ensure you mask any confidential information):

Currently all resources are visible to users and can be assigned/added as team members to these records.

Is there a way to limit the visible resources in the resource picker for the user when adding records to these records, either using their roles or organization? This is to prevent other users from being added to these records.

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


Code Snippet (add any code snippets that support your topic, if applicable):

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