Hi everyone - here's my scenario. I want to set the OWD for Opps to Private and use Sharing Rule to extend where appropriate. I know how to do that. But if I do so, will the NPSP rollups respect the limited visibility?
For example, if I have two users and user 1 owns 3 opps and user 2 owns 3 opps (total of 6) what does each user see when viewing the Account/Contact donor totals? The total of all 6 opps or just the total of the 3 they own? The Account OWD in my case would be Read Only.
Thanks in advance everyone!
8 respuestas
I'm also experiencing this challenge. I'm the admin for an org that serves multiple separate Habitat for Humanity affiliates. They want to be able to share certain Accounts and Contacts org-wide, but not have the roll-ups expose donor information to users outside of their Affiliate. Let me know if you think of any way to get around this without eliminating those fields!
