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Does Contact Level Security affect Signature Rules?

kamato
kamato Posts: 7 Blue Ribbon

When setting up the sales user in and instance using CLS, do you need to add the security groups to the user or will just adding SALE allow them to have a signature applied if the field value matches?

Answers

  • Hi Kamato,

    Thank you for reaching out to the community forum with your question.

    Contact level security works at contact level, not on field level.

    Signature rule should work if users has access to the contacts.

    If I answered your question, please click "yes" in the "Did this answer your question" section below.

    Thanks and Best Wishes

    Sachin Jain

    Community Team