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Jake Jeon Set a crieteria as opportunity amount on sharing rule
Hi,
I'm trying to set sharing rule on the particular profile for the opportunity.
when I'm trying to set criteria, couldn't find amount field (all fields are able to choose except amount field).
my scenario is same as below
when Opportunity amount exceeds 50k, make it able to edit.
In this case, do I need to use other setup menus?
Thanks for your help in advance.
I'm trying to set sharing rule on the particular profile for the opportunity.
when I'm trying to set criteria, couldn't find amount field (all fields are able to choose except amount field).
my scenario is same as below
when Opportunity amount exceeds 50k, make it able to edit.
In this case, do I need to use other setup menus?
Thanks for your help in advance.
Greetings to you!
Only these field types are supported in criteria based fields.
Auto Number
Checkbox
Date
Date/Time
Email
Number
Percent
Phone
Picklist
Text
Text Area
URL
Lookup Relationship (to user ID or queue ID)
Amount field in opportunity is currency type, which will not be supported in criteria fields.
Please refer to the below links which might help you further with the above requirement.
https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/security_sharing_cbs_about.htm
https://help.salesforce.com/articleView?id=security_sharing_cbs_about.htm&type=0
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas