Skip to main content
Salesforce

Return to Question

deleted 97 characters in body
Source Link
nSv23
nSv23
  • 554
  • 2
  • 12
  • 36

I have a profile called sales agent and 2 users with this profile, 1 from Canada another from US(the user object has a custom picklist field called Country). Now if the US sales agent created a Lead, I want the sales agent from Canada to only view this lead but only certain fields.

I am thinking of 2 page layouts, one normal another read only with limited number of fields and using record type, but how do I say "if I login as user who has ado this is Canada and US sales agent profile from Canada, I have to show this user the read only page layout that has limited number of fields."same profile?

I have a profile called sales agent and 2 users with this profile, 1 from Canada another from US(the user object has a custom picklist field called Country). Now if the US sales agent created a Lead, I want the sales agent from Canada to only view this lead but only certain fields.

I am thinking of 2 page layouts, one normal another read only with limited number of fields and using record type, but how do I say "if I login as user who has a sales agent profile from Canada, I have to show this user the read only page layout that has limited number of fields."?

I have a profile called sales agent and 2 users with this profile, 1 from Canada another from US(the user object has a custom picklist field called Country). Now if the US sales agent created a Lead, I want the sales agent from Canada to only view this lead but only certain fields.

I am thinking of 2 page layouts, one normal another read only with limited number of fields and using record type, but how do I do this is Canada and US sales agent have the same profile?

Source Link
nSv23
nSv23
  • 554
  • 2
  • 12
  • 36

Displaying different page layouts based on a users field for the same profile

I have a profile called sales agent and 2 users with this profile, 1 from Canada another from US(the user object has a custom picklist field called Country). Now if the US sales agent created a Lead, I want the sales agent from Canada to only view this lead but only certain fields.

I am thinking of 2 page layouts, one normal another read only with limited number of fields and using record type, but how do I say "if I login as user who has a sales agent profile from Canada, I have to show this user the read only page layout that has limited number of fields."?