Is the only "solution" to change the ownership of the opportunity to the partner user? That would mean we need to overlook all existing reports etc.
Lastly, if there are several users on each partner account, how can I make sure that all opportunities owned by anyone at that account is visible to his/her colleagues? Again, sharing rules would not be ideal as there are limitations to how many you can have.
Thank you
3 respuestas
Hi Linus,
I feel that creating rules using apex manual sharing and a trigger on opportunity and Account object to automatically share it with other users having the same role as the record owner might help.
Refer the link below for apex manual sharing.
http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_bulk_sharing_creating_with_apex.htm
Regards,
Dhananjey.
