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John Moran 8 Sales Agents - Custom Access
Hello - my company's sales organization includes both salaried salespeople and outside agents. Is it possuble to create a user license or role that would give the outside agents access to an Account and Opportunity, but hide any fields/information we dont want them to see? We use BigMachines as our configuration and pricing tool. Our agents need access to BigMachines in order to create quotes. To do so, they need to be able to access an account and opportunity. But we dont want to share the sensitive information that is stored on the account and opportunity pages. Any guidance is greatly appreciated.
Guy_Keshetthis is standard funcitonlity - create a specific profile for those users and retstrict their access to the objects and fields you require,