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suji srinivasan How to set up Delete access exclusively to manager using data security ?
Hi,
I need assistance with setting up delete access for sales managers in Salesforce.
Here are my requirements:
Edit Access: Sales managers should have the ability to edit all opportunities.
Record Types: Opportunities created by the Direct Sales team should use the "Direct Sales" record type, while those created by the Inside Sales team should use the "Inside Sales" record type.
View Access:
The Direct Sales team should be able to view all opportunities, regardless of the record type.
The Inside Sales team should only see opportunities belonging to their team.
Delete Access:
Both Direct Sales managers and Inside Sales managers should have the ability to delete all opportunities.
Here's what I've already done:
Created five profiles: Sales Manager, Direct Sales Manager, Inside Sales Manager, Direct Sales Rep, and Inside Sales Rep.
Set the Organization-Wide Default (OWD) to "Private."
Assigned record types based on profiles.
Used sharing rules with criteria to make Inside Sales team records accessible to that team.
Enabled the "View All" permission for the Direct Sales team.
Now, I need guidance on how to provide delete access exclusively to Direct and Inside Sales Managers.
Thanks
I need assistance with setting up delete access for sales managers in Salesforce.
Here are my requirements:
Edit Access: Sales managers should have the ability to edit all opportunities.
Record Types: Opportunities created by the Direct Sales team should use the "Direct Sales" record type, while those created by the Inside Sales team should use the "Inside Sales" record type.
View Access:
The Direct Sales team should be able to view all opportunities, regardless of the record type.
The Inside Sales team should only see opportunities belonging to their team.
Delete Access:
Both Direct Sales managers and Inside Sales managers should have the ability to delete all opportunities.
Here's what I've already done:
Created five profiles: Sales Manager, Direct Sales Manager, Inside Sales Manager, Direct Sales Rep, and Inside Sales Rep.
Set the Organization-Wide Default (OWD) to "Private."
Assigned record types based on profiles.
Used sharing rules with criteria to make Inside Sales team records accessible to that team.
Enabled the "View All" permission for the Direct Sales team.
Now, I need guidance on how to provide delete access exclusively to Direct and Inside Sales Managers.
Thanks
You can reachout to accelerate team who can help your implementation request if you have premier support.
https://help.salesforce.com/s/articleView?id=000387492&type=1
Thanks,