Mary Stockholm Red Ribbon

Because you have "Send Email Alerts When Records are Created/Updated" checked on the Email subtab, the Search is executed every single time a user Creates/Edits a Record of that type (it looks like its a Case search). This happens regardless of the audience on the Saved Search. If you change the Email settings to only…

We had the same issue with a Custom Advanced Partner Center role that we couldn't expose certain information to (like costs/margins/etc), but they need access to certain transaction types, items, and searches. Currently, we are managing it with a combination of a custom Chrome Extension and a number of scripts within…