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

How to configure Activity Stream Panel content for different user roles?

edited Nov 4, 2024 3:40AM in Sales 2 comments

Summary:

Hi,

In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user roles. So if business users who have certain user role(s) (Example: Admin Role), can see change history of the record and other users don't see the change history.

In Redwood, Change history/ attribute changes are shown in Activity stream (Activities panel). If we enable Activities panel in Object detail layout then any user role who has access to that detail layout will view all the changes on the record along with other things like task/appointments/interactions.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

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