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How Can Lookup Filters be Configured to Restrict Data Based on User's Profile in CRM iRep?

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Question:

How can Lookup Filters be configured to Restrict Data Based on User's Profile in CRM iRep?

Answer:

Lookup filters are Administrator settings that restrict the valid values and lookup dialog results for Lookup,
Master-Detail, and Hierarchical Relationship fields.

CRM iRep supports Lookup filters that are specified by User Profile ID or User Profile Name through the Lookup filter dialog.

Note:

If using Profile ID, the end-user requires access to query ProfileId on the User object. This visibility is controlled by the View Setup and Configuration Administrative Permission.

If using Profile Name, the end-user requires access to query Profile_Name_vod__c on the User object. This visibility is controlled by Field-Level Security (FLS).

Related Documentation:

CRM Help Documentation: Configurable Lookup Filters and Layouts

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