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Restricting Opportunity Creation

Former Member

‎12-16-2008 8:46 PM

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Is there a way within the authorizations to restrict Opportunities so they can only be created for leads? Currently we have no restrictions, you can create an opp. without an existing lead. Looking through all the objects used for creating an opp. I can not find a way within the objects to only let an opp. be created for an existing lead. Wanted to see if anyone in Security was familar with this before I passed the task to our development team.

Thank You,

Alex

2 REPLIES 2

Former Member

‎12-17-2008 5:13 AM

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The authorization object in CRM component:

CRM_OPP (Authorization Object CRM Order - Business Object Opportunity) field ACTVT 45 (allow) can be used for restricting oppurtunity creation. But, I am not sure whether it can be used to restrict for creating oppurtinity only for leads.

You can however try to use it in combination with object:

CRM_LEAD (Authorization Object CRM Order - Business Object: Lead) ACTVT 45 (allow)

Former Member

‎12-17-2008 1:11 PM

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Thanks Subramaniam, your post was helpful.