Altrata Component Visibility

altrata component visibility empower the right teams with the right tools easily manage which team members can see specific altrata features in salesforce this helps you keep your data clean, follow company policies, and give each person exactly the tools they need to succeed benefits · strengthen data governance by restricting sensitive functions to appropriate users · reduce errors by limiting complex operations to experienced team members · align altrata functionality with your existing organizational process · customize the user experience for different teams base on their specific needs manual link button control control how enrichment tools, like the manual link button, are accessed throughout your organization configure visibility rules based on · user profiles · role assignments · custom permission sets · other salesforce criteria this targeted approach ensures that only designated users (such as data stewards or revops teams) can manually link records, while hiding this functionality from sales or other user groups step by step guide to restrict component visibility for " link to altrata" component navigate to record page open a salesforce object record page (e g , contact, lead, account) setup configuration click the gear icon in the top right corner and select ‘setup ’ as displayed in the screenshot below custom permission creation look for the "custom permission" 2 select custom permission and click the "new" button, which will take you to the custom permission setting page, where you can give it a proper name and description if necessary, and then click "save" selecting profiles for restricting permission now that you've created a custom permission, go to the quick search in the top left corner and search for " profiles " 2 once selected, choose the profiles from the list or create a new profile with all of the necessary details, allowing people to only see the "link to altrata" component 3 choose the marketing user profile by clicking on it and then selecting "enable custom permissions" 4 once clicked, you will be directed to the "enable custom permissions" screen, here click on "edit" 5 select the previously created custom permission by clicking the "add" button 6 once added, press the "save" button configuration on lead page navigate to the lead and click on "edit page" 2 select the "link to altrata " button component 3 once you've clicked on the right side, you'll see the option to "set component visibility" click on the add filter as shown by an arrow 4 once you've hit the "add filter" button, go to the advanced tab and click the field 5 now select the "permissions" option from the dropdown list 6 when you pick permission, you get two options "custom permission" and "standard permission" choose custom permission and then select the custom permission that was previously created 7 once you have selected all the details, click on done 8 the value will be automatically set to true, click done 9 save the configuration 10 to view the reflected changes go to any lead and reload the page, you will notice that the button has vanished because it is only visible to the "marketing user" profile