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

Restrict Role to Only Create (don't Read/Retrieve) Opportunities via API in CX

in Sales 2 comments

Summary:  We require limiting the roles and permissions of a user used in CX API calls so that they can create Opportunities but not retrieve and

Content: We are looking to limit the permissions of a user that is used to make calls to the CX API, so that they can only create Opportunities but not be able to retrieve and view those created.

First, we took the approach of creating the role from scratch and adding the permissions one by one to create Opportunities, but an error occurred because the user was not within the Organization. The latter was fixed through the resource and employee role, then added to the organization but the error persisted: "The value of the attribute Team Member isn't valid."

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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