I have created custom role sales and in that i am not able to view transaction on customer record under sales.

AI generated answer (using internal Slack threads):

It seems like you are having trouble viewing transactions on customer records under a custom sales role. This could be due to a variety of reasons, but here are a few things you could check: 1. Permissions: Ensure that the role has the necessary permissions to view transactions. This includes not only the 'Transactions > Sales Order > View' permission but also the 'Find Transactions' permission. Both should be set to 'View' or 'Full Access'. 2. Subsidiaries: If your organization uses subsidiaries, make sure that the role has access to all relevant subsidiaries. 3. Sales Preferences: There is a setting under 'Setup > Sales > Sales Preferences > Standard Sales Roles : Restrict Editing and Viewing' that restricts viewing of records. However, this only applies to standard sales roles. For custom roles, you might need to check other settings or permissions. 4. URL Access: Try finding the URL of the sales order or customer and visit that URL while logged in with the new role. If you can view the record this way, it might indicate a problem with the search or navigation setup. 5. Run Unrestricted: If you are using a saved search to view the transactions, make sure the 'Run Unrestricted' option is checked on the Results tab of the search. If none of these solutions work, you might need to create a new role and carefully set up the permissions and settings again. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******