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eduardofernandeseduardofernandes 

Limited viewing opportunities

Hello.

My question is simple.

How I do to set the visibiliti of the opportunities that each user has access only their opportunities, can not see the opportunities of others.

Thanks for replies

Navatar_DbSupNavatar_DbSup

Hi,

 

You can make the opportunity as private in your OWD (Organization-Wide Defaults) setting that each user can see only their opportunity.

 

There is case as, if opportunity is associated with a account and account is set as public Read/write in your OWD setting then owner of account can see the opportunity associated with this account even user is not owner of associated opportunity then you can create a role and include all the user in that role and choose first option as "Users in this role cannot access opportunities that they do not own that are associated with accounts that they do own" for opportunity.

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.