Permissions to email history

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  • LuckyLouie
    Senior Member
    • Nov 2017
    • 172

    Permissions to email history

    I have created 5 Group Email Accounts, 5 teams Scope Level to email: yes team team team
    If the seller of the group "sellers team"corresponds with the customer in Opportiunity is created Opportiunity email history.
    Is it possible that the members of the other team could see this "Opportiunity email history" when i assign Opportiunity to this person?
    If i changed Scope Level to email to : yes all team team
    it works, but eweryone see all emails form all group


  • yuri
    Member
    • Mar 2014
    • 8665

    #2
    It can be done with a workflow with formula in Update Related Records action.

    Click image for larger version  Name:	workflow.png Views:	1 Size:	43.5 KB ID:	32723
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    • LuckyLouie
      Senior Member
      • Nov 2017
      • 172

      #3
      It works. thank you very much Yuri!

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