+ Start a Discussion

Roles & Profiles

Any help is appreciatd in advance! 


I'm looking to set limits for specific profiles. 


I want Sales people as the only ones who can create a new opportunity. 


Would this be something that needs to be set up in Roles or Profiles? 


Is this possible? 


Thank you!!!!


Yes this is possible under profiles.


You would actually have to change all other roles so they can only view and not create.


Roles restict who can see the data, profile restrict what can be done with the data ;-)



Santosh SSantosh S

Yes Indeed,


you can create seperate profiles for the Sales person and Assign