We have several remote saleman. We have set up the sync set to only display their specific customers which works fine. However, the entire database of companies and opportunities shows up on every salesmans laptop. We would only like each salesman to see their accounts. I have been told to update the limited access for each company, we have 13,000 companies which would be a huge undertaking. Then what happens when we add a salesperson, do we need to update again? I would think that in the sync set window we would have an option to develop a sync set for contact, companies, and opportunities. Currently only contacts are listed.
Does anyone have a work around for this? Is there a way to update limited access via mass?