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Very briefly.....

 

I want all my partner users to see all my internal users' accounts. I'm hoping this would prevent them from creating duplicate accounts and contacts, when creating their own opportunities.
4 Antworten
  1. 9. Nov. 2010, 13:48
    Depending on your Org Wide security settings you could create a Sharing Rule on Accounts that shares Internal Users Group with Partner Users Group on Read Only.

     

    If you have a Private sharing model, meaning Account, Contacts etc are Private, (Go Setup>Administration Setup>Security Controls>Sharing Settings) you could create an Account Sharing Rule as mentioned above.
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