RE: Security to see onlu sales orders that this sales rep has sold


How do i make sure that an sales rep is seeing only the sales orders that he/she is the sales rep for.


I have created an employee, and this emoyee has 3 subsordinates. These 3 subordinates have the employee created as Supervisor

I have a role Sales person attached to this employee.

How do i make sure that these sales reps are not seeing sales orders from other sales reps ?


Thank you for your help


Kind regards,


psewsaran Rookie Asked on September 11, 2019 in Sales Force Automation.
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3 Answers

restricting subordinates is not needed the sales rep is allowed to see the SO from subordinates, hover not from other sales reps


Rookie Answered on September 11, 2019.
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