How do I allow one user to Tranfer leads from his manager?

Question

I'm having trouble with some sharing rules in Salesforce. I want a manager and his employee to be able to move leads in and out of each others names freely in Salesforce. The Manager can do it via the role Hierarchy, but when I give read/write access on the manager's leads to the second user, he can only edit the lead details, and not the record owner. Is this possible to do without giving him total lead transfer access for all leads?

Anything ideas will help!

Thanks!

Derek Davis · Accepted Answer

Hi Miika - So at the risk of over-explaining... I wanted to leave you another note just to make it clear that I would strongly advise against checking the "Transfer Record" permission unless you want the user to be able to transfer ownership on essentially anything in your Salesforce instance (not just leads).

I was suggesting that you provide modify all access on the object within the permission set. Then assign that permission set to the individual user. Then use validation rules to restrict access to what the user can edit.

Also - Sunil brings up a great point that the "modify all" object permission would by default give the user the ability view and modify all leads within your org. The validation rule prohibits user from editing most records, but this user would still have Read Access to all Lead records within your org.

I'm sorry if I am stating the obvious. Just want to make sure you understand the risk. Please let me know if you have questions. I hope this is helpful.

Thanks!

Miika Groden · Answer

Thanks Derek! I was afraid that was the case. I don't think this use case warrants that level of access so it doesn't look like i'll be able to do it. I'll give the validation rule a try. Thanks again!

How do I allow one user to Tranfer leads from his manager?

Sales And Marketing

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