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Sales. How to restrict assignment to sales persons only.

on 8/26/15, 7:18 AM 505 views


I want to restrict the list displayed in the Salespersons fields in a Lead, Customer, etc. forms to the actual sales persons only? Today, the select list displays the list of all active accounts.

I assume I have to set a kind of Salesman attribute to the account, and set a filter with this attribute to the field, but I could not find how.

NB: Not programming please. Only using the admin user interface.

Thank you for your help

-- Laurent

On 9/9/15, 10:45 AM


You should use "record rules".

Here are 2 links (in french) about record rules :



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Asked: 8/26/15, 7:18 AM
Seen: 505 times
Last updated: 9/9/15, 10:45 AM