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Sebastien Raoux 2 opportunities path
Hi
i m a new admin and a maybe stupid question .
2 teams in my company (sales and support )
I need to create 2 differents opportunity path . Sales must be able to view (not edit) the support's opportunity and vice versa .
is it possible ? how ?
i m a new admin and a maybe stupid question .
2 teams in my company (sales and support )
I need to create 2 differents opportunity path . Sales must be able to view (not edit) the support's opportunity and vice versa .
is it possible ? how ?
I am assuming you have different profiles and roles for your Sales/Support teams.
Your opportunity object should be set to 'Private' in Org Wide Defaults (You can google on how to setup organization wide defaults for your objects). Then you can write Sharing Rules to share the records with respective teams.
I guess you are new to salesforce administration, so spend some time learning about salesforce security features. You can find trailhead(http://trailhead.salesforce.com) trails/modules to understand and get the feel of salesforce administration.
For the above specific need there is trailhead module(https://trailhead.salesforce.com/modules/data_security) which can help you understand and solve your problem.
Welcome to the world of Salesforce. Happy learning!
All Answers
In Sales profile go to "Object Settings" then an opportunity object mark Read and view All
In Service profile go to "Object Settings" then an opportunity object mark Create, Read, Delete, View All, Modify All
I am assuming you have different profiles and roles for your Sales/Support teams.
Your opportunity object should be set to 'Private' in Org Wide Defaults (You can google on how to setup organization wide defaults for your objects). Then you can write Sharing Rules to share the records with respective teams.
I guess you are new to salesforce administration, so spend some time learning about salesforce security features. You can find trailhead(http://trailhead.salesforce.com) trails/modules to understand and get the feel of salesforce administration.
For the above specific need there is trailhead module(https://trailhead.salesforce.com/modules/data_security) which can help you understand and solve your problem.
Welcome to the world of Salesforce. Happy learning!