You must verify that the predicate is applied properly and that each user can see the appropriate opportunities.
Required Editions
| Available in Salesforce Classic and Lightning Experience. |
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. |
| User Permissions Needed | |
|---|---|
- Log in to CRM Analytics as Bill.
- Open the OppRoles opportunity.
Notice that Bill can’t see his manager Keith’s opportunities anymore. Now, he can see only his opportunity and his subordinate Tony’s opportunity.
- Log out and now log in as Keith.
As expected, Keith can still see all opportunities.
