Thank you for supporting the Cloud Customer Connect Community in 2024. It's a gift to work with you!

Look back
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Sales: Limiting Resource Picker for Users

in Sales 1 comment

Summary:

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):

23D

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

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!