-
Creating activity summary without revealing details on tasks
I'm an admin trying to create a team activity summary that allows standard users to view it in their dashboard, but without allowing them to view full opportunity details. The objective is to have them view the team's individual daily activity numbers, but keeping information on where they go private. The idea is to create some healthy competition from the team without compromising leads and allowing to steal sales from one another. How do we do this? Any help will be appreciated.
-
This discussion was modified 9 years, 11 months ago by
Forcetalks.
-
This discussion was modified 9 years, 11 months ago by
Log In to reply.
Popular Salesforce Blogs
How Salesforce Marketing Cloud Can Help You Create Exceptional Customer Experiences?
What is Salesforce Marketing Cloud? Salesforce Marketing Cloud is a platform that gives marketers a rich set of tools that are specifically designed and hand-selected to effectively interact and manage your…
Salesforce Apex Winter Release 21 - All You Need To Know
1. Before Apex Winter Release 21 batch limit for big objects using deleteImmediate() is 2,000 records at a time. Now we can delete up to…
Unit Testing on Salesforce Lightning Platform | Quick Guide
Before we begin, we have to know about unit testing i.e. what is unit testing and why do we test the code? All that stuff…
Popular Salesforce Videos
What are Queues in Salesforce? | How to create queues and assign records to it in Salesforce?
This video explains Queues in Salesforce by dividing this topic into 5 basic points, which are: 1. What purpose do queues solve? 2. What are…
Install Adobe Sign & Send Agreements For E-sign in Salesforce
Learn the steps involved in installing Adobe Sign and sending agreements for e-sign in Salesforce. This tutorial will cover the following points - 1. Install…
Tableau CRM for Emergency Response Management | Salesforce
When disaster strikes, public and private health organizations, as well as government agencies, need to respond quickly and efficiently. Tableau CRM for Emergency Response Management…