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Accounts UPDATE SALES PARTY Action Allows To Change Sales Team Primary Flag (Doc ID 2346384.1)

Last updated on NOVEMBER 25, 2019

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

On : 11.12.1.0.0 version, Accounts, Contacts, Households

Accounts UPDATE SALES PARTY action allows to change Sales Team Primary flag

Customer was recommended to grant READ, VIEW and UPDATE SALES PARTY actions only to DSP for accounts visibility.
This helps them achieve the following:
- have the save, save and close buttons available
- have the Add contact button available
- have all fields in Profile read only, including groups like All Phones, All Emails

However, customer now sees in the Sales Team tab, the Primary field is editable hence user can change the owner of the record from the available records in the team, when multiple records available.
This is not intended.
 

Solution

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In this Document
Goal
Solution
References


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