Question:

How do Restricted Products work for CRM Calls? 

Answer:

Using Restricted Products by Account for Call Reporting works in the following ways.

Example 1:

1. Create a Call to a person account. (Restricted products enforced).
2. Add an Attendee. (No restricted products enforced).
3. The restricted product cannot be detailed.

Example 2:

1. Create a Call to a person account. (No restricted products enforced)
2. Detail the product.
3. Add the restricted Attendee. The Product remains.
4. When trying to submit the Call an error appears. It shows that the Account restricted cannot be detailed on the restricted product.

Example 3:

1. Create a Call to a Business account. (Restricted products enforced)
2. Add an Attendee. (No restricted products enforced)
3. The restricted product cannot be detailed.

Related Documentation:

CRM Help Documentation: Restricting Calls and Products