How to restrict a custom opportunity form for a specific role?

In order to perform the steps below, use the Administrator role. Navigate to Setup > Users/Roles > Manage Roles Click Edit/Customize by the Role for which the custom form will be restricted Click Forms tab Click Transaction subtab Find the forms with a Opportunity Type Preferred: Enter Checkmark by the form you want to restrict for this Role Enabled: Remove Checkmark for other Opportunity forms Click Save

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

Shipping to Customer and Auto Invoicing

Proposal summary AMVOP would like to build an auto-invoicing process and restrict the invoice view permission for a particular user and role in the system. Also, this scope includes some pdf updates and dynamic user assignments. Requirement When the user 1052 Ahmed Mustafa Alkashif with the role AMVOP warehouseman creates the item fulfillment to the… Continue reading Shipping to Customer and Auto Invoicing