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Change Owner Wizard & User Look-up / Object Security Model & Filtering Advanced Beta Look-up Filters
Has there been any movement on this front - I knew some years back there was some teams in SFDC looking into this item but not sure where it went or if there is a feature that supports this.
Basic use case is on search and in other areas of record ownership change - do not want user to see other users of different teams and countries, and prevent them from re-assigning records outside their set scope of user management for that task, or search.
I know we can do filtered lookups and that does achieve it in some cases but not on things like account wizard changes nor on the search screen etc..
Hi Jim,
I'm not aware of any feature in the works that would restrict normal CRM users from seeing other users. I can't speak to the question about assigning records, sorry.
Thanks
-Brian Soby