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How can I stop a rep's workflow (Play) on behalf of the rep?

Overview

As an administrator of your organization, you want to stop a representative's workflow (Play) in case this rep is out of office (OOO), was fired or quit the organization.

 

Information

By design, the only person who can action a rep's pipeline is the same rep. From the Manager's perspective, there is no way to do this with a direct menu. As a workaround, you can always impersonate a reps profile to be able to Pause All or Remove All the records from a Play. However, the Admin ability to pause, remove, mark successful for a rep is a feature request that has been logged as an enhancement and will be considered for future releases.

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Legacy Enhancement Jira: XL-2149 

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  1. Priyanka Bhotika

  2. Posted

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