+7A request came through in support to restrict CSMs in a way that only see the accounts they are assigned to in both the C360s as well as reporting and dashboards.
I know the latter can be accomplished through various filtering but this request goes beyond that to C360s. As far as I can tell through testing, there is no way to accomplish this.
+5I assume someone has security concerns, but how would they expect to have someone cover for another CSM when necessary?
+13I was able to accomplish this using Sharing Settings:
+5Here’s a tutorial I put together to solve this use case:
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