Hi,
I've had a request to modify the security level on Opportunities between Sales people.
They need to see all Opportunities across their teams to know if there's a potential conflict of interest, but don't want to share those details. Basically they want all users to see about 4 or 5 fields that are high level and then lock the rest so that they can only be seen to the User that owns it and their assistant.
I looking into field level security and I don't think this will meet our needs as it's an all or nothing on certain fields, it doesn't look like it can be combined with levels for each CRUD value.
Am I overlooking another option? Any recommendations would be appreciated.
Thank you,
Brianna