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Shiva Venu How can we restrict users/profiles from importing/manually creating leads
All the leads should only get created from marketing automation system and users should not be allowed to import via data loader/import wizard or even manual create the leads.
What are the options available to achieve this?
Thanks!!
What are the options available to achieve this?
Thanks!!
To be able to import/Create records , users need Create permission on the lead. Removing this permission for needed users should help fix the issue.
See related:https://help.salesforce.com/articleView?id=sf.faq_import_general_permissions.htm&type=5
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A7sTtSAJ
https://salesforce.stackexchange.com/questions/181947/how-do-i-restrict-access-to-the-data-import-wizard-but-still-allow-object-edit-c
If this information helps, please mark the answer as best. Thank you