From the list of profiles, find Custom: Sales Profile, and then click Edit.From Setup, enter Profiles in Quick Find, and then select Profile.Uncheck Force relogin after Login-As-User.Įnsure that users with the Custom: Sales Profile can log in as a Lightning Experience User by default and can also add the Price Books navigation item.From Setup, enter Session in Quick Find, and then select Session Settings.Under Manage Support Options, next to Administrators Can Log in as Any User, select Enabled.Īllow admin to be logged back in automatically.From Setup, enter Login Access in Quick Find, and then select Login Access Policies.Give admins the ability to log in as other users first. Now that you’ve made these changes, test the sharing access to make sure the right people have access to the price books and can add products. In the page header section, click Switch to Lightning Experience.Click Add and enter these details: FieldĬlick Roles and Subordinates: VP, International Sales.

In the Price Book Detail section, click Sharing.Under Price Book Name, select Enterprise.On the All Tabs screen, select Price Books.To allow Ian and his subordinates to use a specific price book, change the settings. Since you changed the organization-wide setting for price books to view only, no one can actually use them. Once you're in Salesforce Classic, click Setup.Click your profile icon and select Switch to Salesforce Classic.To implement sharing settings, switch to Salesforce Classic. (Notice the other objects for which you can customize the default internal access.) Find the Price Book object and set the Default Internal Access to View Only.

In the Organization-Wide Defaults section, click Edit.

From Setup, enter Sharing in Quick Find, and then select Sharing Settings.

But before doing this, he modifies the organization-wide default setting for the price book object. Ian wants only his team to have access to the custom price books, so he sets up this security by granting sharing access.

Salesforce organization wide defaults