removing a product from an opportunity RRS feed

  • Question

  • I need sales people to be able to remove products from opportunities

    They do not have a delete button - how do they remove products?

    I assume I need to modify the role to allow this: but I can't find the entity to give them delete rights

    Wednesday, April 2, 2014 4:08 PM

All replies

  • You are correct., there are no separate permissions associated to OpportunityProduct entity. Provide the 'AppendTo' privilege on the Opportunity entity for your sales role. Treat it as the user being able to Append Product To the Opportunity.

    Hope this helps

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    • Proposed as answer by Mamatha Swamy Thursday, April 3, 2014 2:07 AM
    Thursday, April 3, 2014 2:07 AM
  • The salesperson role has append rights on both the product and opportunity role. They can append products to opportunities.

    However they cannot remove products once they have been added. They need to be able to remove a product once it has been added.

    I have a lot of angry sales people calling and getting me to remove them. I can remove them; but I want them to learn to help themselves.

    stop making me create profiles

    Thursday, April 3, 2014 8:09 AM