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Rahul Chavan 36 hey guys help me out,suppose i have xyz companywith 3 record types 1)mobile 2)laptop 3)cameras and 2 roles 1)manger and 2)sales executive,all sales executive have same profile..user from mobile team should able to see only mobile lead>u
hey guys help me out,suppose i have xyz companywith 3 record types 1)mobile 2)laptop 3)cameras and 2 roles 1)manger and 2)sales executive,all sales executive have same profile..user from mobile team should able to see only mobile lead>user from laptop team only see laptop lead .manager can see all lead of executive(with edit and delete access),sales executives can not edit delete. plz help with sharing setting step by step guide
Hi Rahul,
1. You can create 3 page layouts with required fields and can assign them to respective record types. In this layout, you can add the field which you want to display for the Mobile user or laptop user ... accordingly.
2. Regarding access(Edit/Delete), you can handle it from profile.
If the above information helps you, please mark it as best answer.
Regards,
Priya Ranjan