Tips and Techniques: Default Sales Person According to User on tab
Problem Statement
When a User is imported as salesperson it is required for her to default salesperson tab in Order Header according to user signed in.
Solution
- There is a Profile option called OM: Default Salesrep which you can set to the user of interest
- Then in Defaulting Rule make rule to take value first from Profile option
Above is picked from one of the discussions to document as a good reference to trouble shooters in Sales. This document will be updated with such trouble shooters.