I would have thought this was a simple thing to do given I cannot imagine companies want their sales people to have access to the full list of accounts and the data presented on those pages, in our case total sales TY and LY.
I am looking to either completely block access to accounts users don't own, meaning even in a "All Accounts" list, their accounts wouldn't show. Or if that isn't easy or cannot be done, I might be able to live with blocking at least certain fields like YTD Sales and LY Sales on accounts where they do not own.
Currently Sales People have 1 role = "PJ Sales Person" and are broken into multiple teams "Domestic" and "International". All users are in the same business unit. 90% of all accounts are owned by a single user while the other 10% are owned by a Team where 3 sales people are part of.
I first tried setting security roles to "user" on the account entity thinking that would work but it did not. Then I thought maybe making a business role on the "Account Entity" but there is no "If Owner = Current User".
I am new to CRM, we just launched in December, so my configuration knowledge is limited. Anyone have a solution to this? I did try searching the forum but only found very specific questions around this that didn't match my scenario.
