I have been forced to make changes to long standing permissions, and I now have a user seeing more than he should.
I want to use a permission set to allow a specific user to see all opportunities that are only under a certain category.
He uses a custom sales profile, which works well for all other users, who can only see their own opps. The unique case is someone who wants to see all opps from all users under his product category.
Can I filter a permission set to limit visibility by my custom filed "Category" and or Sub Category?.
If so, how? If not what other choices do I have beyond making a profile?
Thanks for any advice Bill