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How would you work through security permissions for a user wanting to see data across the organization but also on a user level? ex. A manager who wants to see the standings of his teams and his colleague’s daily sales, without having to filter out data.
Sales Director X has 3 Sales Managers across 3 different territories (1, 2, 3)
Sales Director Y has 2 Sales Managers across 2 different territories (4,5)
Sales Director Z has 4 Sales Managers across 4 different territories (6,7,8,9)
How can Sales Director X see how he compares in sales to Directors Y and Z, and easily seeing the details of Territories 1, 2, 3.
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Hi Krystal,
If you set user's security role permission to see organization wide records then you can use advance find tool to search for any type of records.
For example considering the above example,
Sales Director X logs into CRM and can run an advanced find query to select all opportunities which are owned by users who are in territory 1/2/3 ...
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