Hi All, is there a way to restrict the customers a role can view? I tried using class (added a custom field to the customer that sources from class) and then restricted that class on the role but that did not work. I feel like I am making it harder than it should be. Has anyone been able to do this? Would territory do it?

I think Sales Reps is probably what you're going for, but maybe you have some more specific requirements that won't work for that. You have to assign people as sales reps on their employee profile, then make sure their role has the Sales Role checkbox checked, and then add them as the sales rep to that customer. It should restrict access to those customers based on the supervisor hierarchy set on their employee record (e.g. if I'm your manager I can see all your customers as well as mine). Give it a shot and see if that's what you're after.

Thanks @jamesmorris! I didn't update the rep on the customer record so I will try that approach.

you can use specific forms with specific roles. Create a form with your fields and make this form default on the form and on the role permissions (not to see other forms)

Yes, that's another good suggestion, although restriction by form does mean they still technically have access to that data (via saved searches and the like) doesn't it? I always get super paranoid about building "restrictions", because sometimes people mean "I don't want this to show in a list" and sometimes people mean "this is going to be part of my controls for audit/SOX/other legal requirements" or anywhere in-between.

Yes, it all depends on specific requirement. You can just restrict access to saved searches period or to just view. Many options to get where you need to be, in other words