Mr. Boseman, a Sales Manager, wants to select another team’s sales rep in the Customer record, but he sees only his own

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answerhappygod
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Mr. Boseman, a Sales Manager, wants to select another team’s sales rep in the Customer record, but he sees only his own

Post by answerhappygod »

Mr. Boseman, a Sales Manager, wants to select another team’s sales rep in the Customer record, but he sees only his own subordinates in the list. Which option in the Custom Role page does he need to enable to select a sales rep outside his team?

A. Allow All Records
B. Do Not Restrict This Role by Device ID
C. Allow Cross-Subsidiary Record Viewing
D. Do Not Restrict Employee Fields
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