Question
Ability to privatize C360's for specific customers?
Due to some specific customer requirements, we have a need to make certain C360's only viewable to the AM and CSM assigned. Most important is to hide Timeline notes to only these users. Does anyone here know how I can solve this problem? I understand that C360 layouts doesn't allow for this, since all can still see the different layouts. Someone mentioned salesforce record-level security as well.
Appreciate the input. This is an important requirement for us.
Appreciate the input. This is an important requirement for us.
Reply
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