Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them

Scenario:

How to restrict the sales reps from viewing other customer’s which are not assigned to them

Solution:

First identify whether the sales rep has custom role. Then login as administrator

1 Go to Setup>Users/Roles>Manage Roles

2 Edit the custom role

3 In Employee restrictions drop down field set Own and subordinates only . If you want them to see Unassigned  entities select Own, subordinate and unassigned

Save the role

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