Create a Custom Field Navigate to Customization > Lists, Records, & Fields > Entity Fields > New Label = (Example: Private Customer) Type = Checkbox Store Value = checked Applies to = Customer Click View Create the workflow Navigate to Customization > Workflow > Workflows > New Set the following: Name = Restrict View Sub Types = Lead, Prospect, Customer Release Status = Released Keep Instance and History = Always Enable Logging = Checked Release Status = Released Keep Instance… Continue reading Workflow to restrict the access of Sales Reps to not view Customer Records that are not assigned to them.
Tag: Restrict to roles
Prevent dashboard tiles from appearing in all custom portlets
Issue Faced: whenever creating new dashboard tiles, it is appearing in the custom portlet that sources “Dashboard tiles” even if that dashboard tile was not intended to appear in that custom portlet. For example, refer to the screenshot below. It is a custom portlet located in a custom center tab. The “Unfulfilled transfer Order” dashboard… Continue reading Prevent dashboard tiles from appearing in all custom portlets