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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles Setup

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edited Jul 16, 2024 5:20PM in Sales 2 comments

Summary:

Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintenance pages.

REF:

>Manage Sales Quota Seasonality Groups

>Manage Sales Quota Plans

Name

Quota Management

Code

ORA_MOT_QUOTA_MANAGEMENT_DUTY

The OOTB Quota Management Role alone can't access setup and Maintenance, so the highest Admin role is needed to do the job.

we need our Custom Admin users to access those tasks without getting through setup and maintenance. to prevent them from accidentally change settings/configuration in the system

Without going through the setup and maintenance pages, is it possibly configured via

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