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CSM - Account Form | Define rules as to which user is allowed to see which accounts and cases.

itspezi1
Tera Guru

Hi Team,

CSM - Account Form | Define rules as to which user is allowed to see which accounts and cases. who has an idea?

BR 

 

itspezi1_0-1716792282924.png

 

1 ACCEPTED SOLUTION

Mark Manders
Giga Patron

Check out view rules. You can create a view with certain related lists and let view rules define who can see what.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark

View solution in original post

1 REPLY 1

Mark Manders
Giga Patron

Check out view rules. You can create a view with certain related lists and let view rules define who can see what.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark