Why isn't the sales tab being displayed in the customer record for a custom role?

AI generated answer (using internal Slack threads):

The "Sales" tab not being displayed in the customer record for a custom role could be due to a few reasons: 1. Role Permissions: The custom role might not have the necessary permissions to view the "Sales" subtab. You need to ensure that the custom role has permissions to the sublist transaction type. 2. Form Configuration: The "Sales" subtab might not be enabled on the form that is being used by the custom role. You need to check the form configuration and ensure that the "Sales" subtab is enabled. 3. Visibility of Saved Search: If the "Sales" subtab is populated based on a saved search, you need to ensure that the saved search has been made public or at least shared with the custom role. 4. Subtab Configuration on Record: The "Sales" subtab might not be configured to show on the specific record type (like Sales Order) when viewed by the custom role. You need to check the record configuration and ensure that the "Sales" subtab is set to show. Remember to check these settings both at the role level and at the form level. If the issue persists, you might need to review the custom role's overall permissions and settings. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******

Permission error

Slack thread 1: here (available only if the original thread was posted in the last 90 days)

Similarity score: 0.845748127

Slack thread 2: here (available only if the original thread was posted in the last 90 days)

Similarity score: 0.840023696

Slack thread 3: here (available only if the original thread was posted in the last 90 days)

Similarity score: 0.83989805