Salesperson Filter on Contact table

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Posted on by Community Member

Hello experts

I would like to set up security on "Contact" for salesperson - a salesperson can only view/edit the contacts assigned to him/her.

I tried to use the security filter on the table Contact in the user profile and everything seems to work but it is tedious since I need to set up 15 different profiles for 15 sales persons. When I checked the table Contact, there is "Salesperson Filter" in the table by default. So I was wondering that whether the "Salesperson filter" is a more natural way or anything difference from the "security filter"?

Your input is much appreciated.

Thanks

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Alicja_ 249 on at

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RE: Salesperson Filter on Contact table

Hello Paolo,

Can you please repost the image? It is no longer working. I'm trying to set up the filters to test this solution.

Thank you!
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Rabin 2,976 on at

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RE: Salesperson Filter on Contact table

Hi Enc...

Just add a code [Filter view: USERID] on the Page...

When a sales person will try to open a page it will filter the records which has USERID = her/her USERNAME...

Also Create Permission set where donot allow Sale Person to create a NEW record, only allow them to MODIFY the reocord...
The Simpsoid 625 on at

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RE: Salesperson Filter on Contact table

Beware a potential problem on this if your salespeople are able to create contacts - if there's a filter limiting them to only seeing those assigned to them, then at the point they create a new contact it would (almost?) immediately fail the check and no longer be viewable or editable by them. The answer might be to allow all salespeople to see their own OR any not yet assigned to anyone.
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Community Member on at

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RE: Salesperson Filter on Contact table

Hi,

If the USERID matches with the salespersons, on the Page properties (I suppose Contact List) you can set a table filter

Salesperson Code FILTER %USERID.

s31.postimg.org/.../image.jpg

If the USERID is more "like" the salespersons, you proceed in the same way, but you need to adjust the aim using the right string function, reference: msdn.microsoft.com/.../dd301259.aspx