Lead Customization Example To Impose Security Restrictions
(Doc ID 2217133.1)
Last updated on JANUARY 08, 2018
Applies to:Oracle Fusion Sales Cloud Service - Version 18.104.22.168.0 and later
Information in this document applies to any platform.
1 - Make Standard Fields :Primary Product(ProdNameOrGroupName)
Campaign(CampaignNameLOV); Owner (OwnerPartyName) and Status(StatusCode) as read only
2 - Remove Buttons such as Add Team Member; Delete ; Add Or Create Lead Contacts from the
sub-tabs of the Lead Object
3 - Make the Activities subtab as Read Only without possibility of creating activities
4 - Remove the Save/Save and Continue buttons form the lead object as well as the Actions
All the above needs to happen for when user is not in the Sales team of the Lead or is the Owner of the
Lead and it has a specific or specific roles.
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