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LZhong6
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Member since ‎Jan 17, 2024
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Lisha Zhong

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LZhong6 on November 26, 2025
Hi team, According to the official documentation, legacy quotes can only be used for accounts created before September 3rd, 2025 . I would like to confirm whether this restriction also applies to sandbox accounts . Here’s my situation: My mai read more
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November 14, 2025
Thank you for clarifying and for your guidance!
Member
November 14, 2025
Yes, I’ve reviewed the article. From what I understand, this feature seems to share certain records with specific users . My concern is that differe...read more
Member
November 14, 2025
Are you referring to this part? ⬇ I tried using a workflow to sync the shared users from a company record to its associated deals. However, this app...read more
Solved
LZhong6 on November 14, 2025
Hi All, I have set up a team-level permission structure with a hierarchy. For example, Team Europe and Team Asia are at the first level, while Team FR and Team IT are second-level teams under Team Europe . Now I have a scenario where cer read more
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