How can I limit Sales Insight for only certain users in SFDC? | Community
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Kris_Latulippe-2
Kris_Latulippe-2
Level 2
March 6, 2017
Question

How can I limit Sales Insight for only certain users in SFDC?

  • March 6, 2017
  • 2 replies
  • 1893 views

Is there a way to pilot Sales Insight for a select group of users without creating a custom page layout for those users? How can we control visibility to only certain users? Will permission sets work?

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2 replies

Dan_Stevens_
Dan_Stevens_
Level 10
March 6, 2017

I suggest moving this question to the Products (discussions) section as it will have much greater visibility from other community members.  "Community Help and Feedback" is community-focused, not Marketo product focused.

Kris_Latulippe-2
Kris_Latulippe-2Author
Level 2
March 7, 2017

Thanks Dan! It has been moved. Would love any feedback... thanks all!

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 7, 2017

Hi Kris,

Permission set should work, but I really do not recommend it as the non authorized users will still see the MSI block in the middle of their page with a superb error message in it...

Furthermore, as this is not documented, I am afraid it is not supported and in case you have an issue, Support will not be of much help.

-Greg

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