I need the sales rep to create and edit leads but ...
# administration
u
I need the sales rep to create and edit leads but not create or edit customers. from my understanding to create lead it is related to the customer permission. what would be the best way to achieve this? edit permission to customer and a workflow to lockup the customer record?
j
Yeah, probably a workflow or script that prevents saving based on the record type and/or form would be my recommendation.
I suppose you could also just lock down most of the fields themselves on the form based on role, but that's probably a less secure/certain way to do it and IMO would be more tedious to do. If your goal is that the rep shouldn't even be able to view customer data though, then you might have to go down that road anyways.
m
Use a Lock Record action in a workflow. before record load Condition: Stage = Lead
AND User Role = [your sales rep role]