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Can you restrict field visibility based on who owns the record?
Restrict field visibility based on record owner rather than profiles. We would like to have the ability to determine who sees which fields based on who owns the record rather than the profiles set up.
When to use contact, account and lead Records?
When you run a customer journey, your target segment will include only contact records. And when you create a lead, you will also set a parent contact for that lead (or set a parent account, which itself relates to contacts).
Can a marketing page present an empty form?
When set to Do not allow, all marketing pages (other than subscription centers) will present an empty form to this contact, even when the contact is recognized by the system. Contacts can set this option for themselves by setting a “remember me” check box on any marketing page that is set up to include the prefill feature.
What happens when you deactivate a contact in a marketing application?
When a setting from the Marketing application settings overview page is selected, users who do not have admin privileges to adjust the setting are redirected to a blank page. Deactivated contacts won’t receive any emails from journeys they may be participating in, but they might continue to be included in other actions, such as tasks and workflows.
How to limit users’ability to view other record types?
Give it an upvote or downvote. Our business requirements need us to have the ability to limit, by Profile, which record types a user can Create, Edit and/or View (view limitation being the feature request). When you select a specific record type in a Profile, users with that Profile can Create or Edit that record type only.
How to restrict access to a custom object?
You can set Org-Wide Default access as ‘ Private ‘ for the object. Also, if it is custom object and you can also restrict record visibilty by Role Hierarchy. Uncheck the ‘ Grant Access Using Hierarchies ‘ option to restrict the access by Role Hierarchy.
Can a user view and register a deal?
Can view and register deals for opportunities that are marked as won and eligible for deal registration if they are team member. Along with the new referrals user role, we are also introducing the location scope for deals.