How To Create A Custom Role for Sales Representative from scratch As a Copy of the Out Of The Box Sales Rep but with restrictions for Opportunity Records on visibility
Last updated on APRIL 09, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 22.214.171.124.0 and later
Information in this document applies to any platform.
This document will teach you:
1 - Create a Custom Role from scratch as a copy of the Out Of the Box Role of Sales Representative
2 - Put restrictions on your role so that users, that have this role, will only see opportunities that they own or are in the team, no matter from where in the application.
3 - Make it so that infolets show for this custom role
In conclusion from this document you will learn how to create a role for a sales representative and give it all the necessary access and functionalities
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