Hi all,

I am almost new regarding Sharing / Visibility of records and trying with testing some configuration.

We have users working as agents in companies associated to ours.

These companies have been created as Accounts of type 'Associated Company' (record type). One is A and the another B. 

Now some users work at A and some at B.

The idea is to allow users at A to see only opportunities related to their Account A. On the other hand, users in Account B should only see opportunities related to the Account B.

I am not sure if I am going in the right direction, I created two roles, one as A Agent and the another as B Agent under the CEO. By testing and using an example user for Account A, this user can see all Opportunities, even the ones at B.

Our OWD is Public Read/Write.

I am very confused and don't know how can I move further as the OWD is Public Read / Write.

I would appreciate any guidance.

#Record Visibility  #Sharing Settings  #Security  #Sales Cloud  #Service Cloud  #Automation