+ Start a Discussion
Malisa Gibbons 9Malisa Gibbons 9 

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.
Best Answer chosen by Malisa Gibbons 9
Narender Singh(Nads)Narender Singh(Nads)
Hi Malisa,

Refer to this thread for your requirement:

Let me know if it helps