Challenge 2: Record-Level Security Settings I created the three user profiles last time, so the starting point tonight was the next tier of security - roles. I set up the roles per the provided org chart, making sure to follow the opportunity restrictions from the directions. Next, I set up the required user and assigned her to the correct profile and role. Hint: Use a real email address for Samantha Cordero. You will need to login as Samantha in order to create an opportunity for her. While you are at it, go ahead and login to Salesforce1 as Samantha. Once Salesforce1 is enabled, you can set up the appropriate permissions. You may want to take take a peek at a Salesforce Knowledge Article . Me - as a Project Manager. Next, I addressed the special role - Project Managers Project Managers require a role, permission set, and a sharing rule. Whew! For the final step, I set up the remaining sharing rules in ...
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