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            Is it possible to allow my agents to view opportunities while preventing them from creating/linking/unlinking them?

            Created by Fawzia Aleem, Modified on Tue, 18 Jun, 2024 at 4:38 PM by Fawzia Aleem

            Yes, if you have admin credentials, you could proceed to the Salesforce app configuration page and make sure the "Allow agents to create/link opportunities" checkbox is unchecked.

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