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How to make a price book unavailable to sales reps in Salesforce?
How to make a price book unavailable to sales reps in Salesforce?
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2 Replies
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Navigate to Sharing Settings: In Classic: Setup | Administration Setup | Security Controls | Sharing Settings. ...
Edit the Organization Wide Defaults.
Change the default for Price Books to 'No Access' or 'View Only'.
Click 'Save'. -
Carefully limit sales representatives' access to Salesforce in order to protect pricing book secrecy. Find out now how to put secure controls in place!
Control Access to Price Books and Products
Ian wants only his team to have access to the custom price books, so he sets up this security by granting sharing access. But before doing this, he modifies the organization-wide default setting for the price book object.-
This reply was modified 2 years, 5 months ago by
Mark.
trailhead.salesforce.com
Manage Products, Prices, Quotes, and Orders
Use price books to help your sales team track key details for all their deals.
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This reply was modified 2 years, 5 months ago by
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