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Ab Profile setting for user to see the leads created and owned by him + territory manangement
Hello,
I want the user should see only leads created by him and if he is the owner.
What setting in my org i need to make to satisfy this usecase.
Profile:
Role:
Sharing setting:
Permission sets:
Terriotary management: (If i want to implement territory whatsetting i need to make)
Also What is the difference between createdBy and owner ?
Thank you for sugestion
I want the user should see only leads created by him and if he is the owner.
What setting in my org i need to make to satisfy this usecase.
Profile:
Role:
Sharing setting:
Permission sets:
Terriotary management: (If i want to implement territory whatsetting i need to make)
Also What is the difference between createdBy and owner ?
Thank you for sugestion
The main difference between CreatedBy and OwnerId is as follows:
CreatedBy : It is the user who has created the record. This can not be changed. It is just a System Information to track
who created the record.
OwnerId : ID of the User who has been assigned to work this record.
If you update this field, the previous owner's access becomes Read Only or the access specified in your organization-wide
default for opportunities, whichever is greater.
OwnerId defines ownership and is used to give access to the user on the record in case that object access is set to
private in your organization.
You want the user should see only leads created by him and if he is the owner please refer to the following links as they
may be helpful in solving your problem:
https://help.salesforce.com/articleView?id=000198725&language=en_US&type=1
https://success.salesforce.com/answers?id=90630000000ClStAAK
https://help.salesforce.com/articleView?id=000220119&type=1
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha