Sunday, April 14, 2019

Customize a Role to be able to enter Memorized Transactions

1. As Administrator navigate to Setup > Users/Roles > Manage Roles.
2. Edit the custom role.
3. Click on Permissions tab > Lists subtab.
4. Select Memorized Transactions from the dropdown field and set the level to at least Create.
5. Click Add, Save.


1. Navigate to Transactions > Sales > Create Opportunities > List.
2. Edit an Opportunity record.
3. Navigate to Actions > Memorize.

No comments:

Post a Comment