Security and permissions are crucial to building a CRM you can trust, and Salesforce has done a stellar job giving administrators the tools they need to keep their team’s data safe. One pain point, though, is that there is limited control over permissions for Activities and Attachments. If you don’t want your team editing or deleting these, you’re going to have to invest in some tricky triggers to prevent deletion. Wouldn’t it be great if you could manage security around Activities and Attachments just like any other object? Well, you can with Activity Eagle!
The Activity Eagle is a simple to use interface, that enables organizations to apply an additional layer of Read, Create, Edit, Delete permissions, on ALL PROFILES, for Tasks, Events and Attachments.
Take control of Activity and Attachment permissions with Activity Eagle today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.