Restricting custom records on role basis

Custom records can be restricted on a role-level basis. so that the user logged in the respective role won’t get access to that custom record. For restricting a custom record Go to Setup> User / Role> Manage Roles Edit the respective role to be restricted under forms subtab> Custom record uncheck the corresponding to each… Continue reading Restricting custom records on role basis

Subscription Plan Import

We can import subscription plan using csv import Subscription Plan Body and Sublist Fields To prepare subscription plan CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import. Subscription Plan Name – Name of the subscription plan. Initial Term – Initial term for the subscription… Continue reading Subscription Plan Import