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access to account page layouts
I have some accounts that I need to toggle back and forth so that the sales team can see them - but then as i recieve updates I need to move them to a page layout that sales does not have access to. The account status may change back at a later date and moved back into the sales view. I originally created a new Account Record Type and did not grant access - BUT - this did not fix my problem. Sales can see this record type.
How do I remove the new record type from their view? I know it has something to do with the page layout assignment but cannot seem to figure out how to create a new one that sales cannot view....Please point me in the right direction.
How do I remove the new record type from their view? I know it has something to do with the page layout assignment but cannot seem to figure out how to create a new one that sales cannot view....Please point me in the right direction.
Refer to this thread for your requirement:
https://success.salesforce.com/answers?id=90630000000DJaGAAW
Let me know if it helps
Thanks!