Administrators can set rules for opportunities to trigger certain events based on conditions of the accounts. Rules have the following components:
Conditions: Certain conditions need to be satisfied to trigger a rule
Actions: The actions are taken when a condition is satisfied
The rule used in opportunity is Access Rule.
Access Rules are used to allow or restrict access to an
opportunity when various conditions are met. For example, if the
administrator wants all accounts with a certain company to be able
to be accessed by all users, he/she can set up the condition:
If field Company Name value is OfficeClip,
give Read, Write, Append, Delete access to the All Users
To setup rules in the Access Fields:
Click> > > .
By default, there are no rules listed. To create a rule, click the icon, or to remove a rule completely click the icon. To run a rule that is not active click the icon or, to run all existing rules, click the link.button. If you want to edit a rule click the
Clickingbrings up a new window. You can choose to add conditions by clicking the link. This will bring up corresponding fields to fill in according to the conditions you need.
Here, we select a condition, if a field is set to some value, and we click on.
Then, we enter if the field Country value is India (you can enter the name of any Country you have to set rules for).
Then we set Actions, or grant access to read, write, append and delete to the user. Click.
Then, we can check on the box the access that is to be given to the user.
On the next screen, we can see the Rule set and we have entered the ruleas MAH. The check box is automatically selected, which means the rule will be active. To make the rule inactive, uncheck the box. Click when finished, to go back or to exit without saving the rule.
Finally, in the Opportunity list of the opportunities, when we click onwe can see the access we have granted to the user.