• AmieP
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Our company is very customized and I am stuck right now.  How our account system is set up is that we have five different account record types: Account - Payer, Account - Provider, etc..  I am trying to set it up so that particular profiles can edit some account record types but still see all of them.  For example, I would like my sales team to be able to edit the payer accounts but not touch our provider accounts.

 

Is this possible?  Would I need to create permission sets in order to do this?

 

Any help is greatly appreciated!!!

 

Thanks in advance!

  • July 09, 2013
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Our company is very customized and I am stuck right now.  How our account system is set up is that we have five different account record types: Account - Payer, Account - Provider, etc..  I am trying to set it up so that particular profiles can edit some account record types but still see all of them.  For example, I would like my sales team to be able to edit the payer accounts but not touch our provider accounts.

 

Is this possible?  Would I need to create permission sets in order to do this? 

 

Any help is greatly appreciated!!!

 

Thanks in advance!

  • July 09, 2013
  • Like
  • 0

Our company is very customized and I am stuck right now.  How our account system is set up is that we have five different account record types: Account - Payer, Account - Provider, etc..  I am trying to set it up so that particular profiles can edit some account record types but still see all of them.  For example, I would like my sales team to be able to edit the payer accounts but not touch our provider accounts.

 

Is this possible?  Would I need to create permission sets in order to do this? 

 

Any help is greatly appreciated!!!

 

Thanks in advance!

  • July 09, 2013
  • Like
  • 0