Set Tier Access Limits on Quote Rate Plan Charge
You can disable a particular group of users from adding, removing, or editing Tiers of a Quote Rate Plan Charge that uses the volume or tiered charge model. At the same time, these users will still be able to edit the other fields of the Quote Rate Plan Charge, such as the Quantity and the Discount fields.
To disable a group of users, you must configure the Quote Charge Tiers object access level in both the Profiles section and the Permission Sets section as the steps below. You need to operate as the administrator of your Salesforce organization.
- Log in to your organization as the administrator.
- Click the Setup menu at the top right of the page to display the setup tree.
- Configure the
Quote Charge Tiers
object access level in the
Profiles
section:
- Configure the
Quote Charge Tiers
object access level in the
Permission Sets
section:
- Assign the user with the configured profile to the customized permission set.