Enhance Sales Restricted User job role to provide Access to Redwood Sales

In the Redwood UX, users with the 'Sales Restricted User' job role can view accounts, contacts, leads, opportunities, goals, contests, and dashboards. They can also create sales activity appointments and tasks.

  • The 'Sales Restricted User' job role can now access both the classic and the Redwood user experience in Sales.

Steps to Enable

You don't need to do anything to enable this feature.