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Kate Starostina Permission set issue
We have launched a third party app in our SF org. It comes with default permission sets - Sales Manager and Admin. It's a quoting tool which generates a proposal. The proposal has two free form fields in Rich Text that we need to lock for editing to the Sales Manager. I go into the permission set, find the two fields and uncheck the edit button (it has read and edit buttons). When I go to generate the proposal as a Sales Manager, I can't edit those fields, which is great, but when the PDF generates, I can't see those fields either. What am I doing wrong?
Sonam (Salesforce Developers) I understand the proposal is the PDF whihc is being generated..is it a custom visualforce PDF? could you please name the 3rd party tool so i can try to replicate this is my ORG..