[ScenarioIntro ]
[sc:Scenario ]
[RCNotLoggedInNotAdmin]
[/RCNotLoggedInNotAdmin]
[RCAdmin]
The sales department uses a custom field on opportunity “Commission” (Currency 10,2) to track the commission earned by a sales rep on a closed deal. Only sales administrators and management should be able to edit this field. Currently, the value is manually entered by the sales admin when a deal is won, as the commission matrix is quite complex and reflects variables not currently captured in Salesforce.
The sales reps should be able to view the commission amount on opportunities that they own, but not opportunities owned by other users. Sales reps must have the ability to view opportunities owned by other users (without being able to view the commission on that opportunity).
Note: you will need to add the Commission (Currency 10,2) field to your org before beginning this scenario. You can set the field-level security to hidden for all profiles except the system administrator (for testing purposes, you will fulfill the role of sales admin).
[sc:ScenarioSuccessCriteria ]
- The sales admin (system administrator for testing) can update the commission amount on all opportunities.
- Sales reps cannot view the commission amount for opportunities not owned by them.
- Sales reps can view the commission amount for opportunities they do own.
[button link=”http://beta.certifiedondemand.com/formulas-scenario-2-solution/”]Scenario Solution[/button]
[/RCAdmin]
Is there a formula where the field itself can be hidden unless you’re the opportunity owner, rather than just the amount?
No, not using standard configuration. Using Visualforce that would be possible.