Sales Order Segregation by Salesperson in Order Management
I would like to achieve segregation in Order Management so that each salesperson can view only the sales orders related to their own name as defined in Sales Credits.
The expected behavior is:
- When a sales user logs in and searches in Order Management, only the orders where they are assigned as the salesperson (via Sales Credits) should be visible.
- Sales users should not be able to view orders belonging to other salespersons.
I am aware of the new Redwood feature introduced in 25B related to this topic (reference below):
However, during configuration, I was unable to find a way to add the required condition or rule to fully achieve this behavior.
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