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rpmcguire How to filter a Related List
Trying to created a filtered view of the Contacts on an Account, so that different SF users see different sets of Contacts when they view an Account record.
Details: we might have 100+ contacts on an account... the great majority of them are users of our software and a handful are the decision makers and buyers of our software. The sales team wants to see only the decision makers, and the support team needs to see all of the users (since they support them).
My thought was to add a flag to the Contact record to designate the system users, then create an S-Control and hook it up to a custom button to "Show Sales Contacts Only" (button would display all Contacts on this Account where the user flag = false).
Does anybody have any cleaner ways to do this, or at least some template code I could use for the control? Thanks in advance!
Rich
Details: we might have 100+ contacts on an account... the great majority of them are users of our software and a handful are the decision makers and buyers of our software. The sales team wants to see only the decision makers, and the support team needs to see all of the users (since they support them).
My thought was to add a flag to the Contact record to designate the system users, then create an S-Control and hook it up to a custom button to "Show Sales Contacts Only" (button would display all Contacts on this Account where the user flag = false).
Does anybody have any cleaner ways to do this, or at least some template code I could use for the control? Thanks in advance!
Rich
If it applies across the entire org and (for instance) the sales team should only have access to decision maker Contact records regardless of where they are within the Salesforce interface, you may want to consider enforcing this through Salesforce's security model (org-wide defaults, sharing settings, role hierarchy, etc.).