Saturday, June 29, 2019

Sales Group checkbox is missing when creating a New Employee Group

When creating an Employee Group using the steps below, the Sales Group checkbox is missing:

1. Navigate to Lists > Relationships > Groups > New.
2. Select Static and choose Employee.
3. Click Continue.

Result: On the Group configuration page, Sales Group checkbox is missing.

The Sales Group checkbox will be exposed when the Sales Force Automation feature is enabled using the steps below:

1. Navigate to Setup > Company > Enable Features.
2. Click CRM tab.
3. Check to enable Sales Force Automation feature.
4. Click Save.

Note: If the Team Selling feature is enabled on the account, this checkbox will not be available.

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