Difference between the ‘Sales Role’ and ‘Support Role’ checkboxes in Employee Restriction

  • If we have set restrictions in the “Employee Restrictions” field in role, checking the “Sales Role” box will restrict the employees using this role based on the Sales Rep field on records and transactions.
  • If we use the Customer Service and Support feature and have set restrictions in the “Employee Restrictions” field in role, checking the “Support Role” box will restrict the employees using this role based on the “Assigned To” field on cases.

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