Use Access Groups to Secure Price Books

Predefined access group rules provide all users with global access to price book data, but you can configure this access for different groups of users.

Let's say you only want sales managers to be able to delete price books. You set up an access group with delete privileges just for those users.

Here are the high-level steps:

1. Plan out the different access levels needed for your users. For example, determine what access level to give only to your sales managers.

2. Create one or many access groups for the different access levels you want your users to have.

3. Assign resources to each group. For example, assign your sales managers to a new "price books" group.

4. For each group, create object sharing rules to specify the access levels.

5. Publish the rules and run a scheduled process to apply the access to group members.

For complete steps, see the related topics.