How to Restrict Fields of Leads in Salesforce Lightning скачать в хорошем качестве

How to Restrict Fields of Leads in Salesforce Lightning

Created by www.myguide.org, Create your own Guides with videos via www.myguide.org 1. Welcome to MyGuide In this Guide we will learn how to Restrict Fields of Leads in Salesforce Lightning 2. Click on Gear Icon 3. Click on Setup, Opens in a new tab 4. Click on Object Manager 5. Select Lead, as we are going to restrict fields for lead 6. Click on Fields & Relationships 7. Click on Phone 8. Click on Set Field-Level Security 9. We'll allow our "Marketing User" team to read, but not edit the phone number field We will change the field to Read Only for them and we'll leave it open for editing to all others 10. Select this checkbox To make it read only for "Marketing users" 11. Click on Save!