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 (Doc ID 2108164.1)

Last updated on APRIL 09, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.10.0.0 and later
Information in this document applies to any platform.

Goal

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

Solution

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