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LarryH
Hiding Account Record Types based on user roles
Hi,
I'm a new sysAdmin for salesforce.com and also the trainer on this and many other internal tools. Recently, my organization has been going through a major de-duplication of accounts. This is mainly our fault, due to the fast growth of this company, but none-the-less it has been no easy task. Currently, we use many in-house tools that integrate with salesforce.com on a nightly basis.
As part of our de-duplication process, I have been working to figure out a way to hide accounts from sales user roles when the account record type is changed to out of business or dead account. I'm a little lost and working with all the resources I have in this regard.
Ideally, we'd like our sales people to only see 3 types of Account Record Types in their personal lead lists. These types are Account - customer, Account - prospect, and Account - former customer. These are custom ART's that work best with our business.
Does anyone have any ideas as to how we could achieve this? I am open to exploring every option that is available. Thanks!
-Larry
Hi Larry,
Depending on your Account sharing rule settings a solution might be at the same time you change the account's record type, to change the account's owner to a user, who's accounts are not visible to the sales people.
- Per