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How do I set up Last Modified (Delegate) RRS feed

  • Question

  • I have an account in our CRM set up just to run a process that happens after a user makes a change to the probability in an opportunity. How ever when I run a report on Last Modified by, I don't get the user name but I get my account that I set up to run the process. How do I make that account a delegate so that I can see the user name who last modified the opportunity? 

    Thanks


    Janis Jarvis

    Tuesday, March 17, 2015 5:04 PM

All replies

  • Hi J Jarvis,

    I am assuming the process you mention is a Plugin triggering on the update of your probability field.

    Have you tried setting up this User with the "Delegate" role (which essentially gives the user the permission to Act on behalf of other users), and triggering your Plugin then?

    Impersonate another user



    Wednesday, March 18, 2015 10:05 AM
  • Pedro

    I would like to do that but I don't know how to set my user as a Delegate. Any ideas?

    Janis


    Janis Jarvis

    Wednesday, March 18, 2015 3:26 PM