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Topics#Salesforce DeveloperQuestion de Sridhar Ramamoorthy
Sridhar Ramamoorthy (Cube84) a posé une question dans #Salesforce Developer
10 juil. 2017, 06:28

Contact Sharing Rule

Hi All,

Currently, I've 500 contact records. In that, 300 records I need to make it as PRIVATE and remaining 200 records as PUBLIC. The CEO should have access to see all those 500 records and whereas the sales rep should have access to only 200 records. I tried the following step, but I can't able to satisfy both the criteria here.

1. Under Sharing Settings => OWD => I changed the contact object to "Private" from "Public" for both internal & external access. In this case, all my 500 contact records are marked as Private. Others in my organization can't able to see it other than the CEO.

Any pointers on how to achieve that? Very much appreciate all your comments/feedbacks.

Thanks,

Sri
1 réponse
  1. Gaurav GARG (Panasonic Digital)
    10 juil. 2017, 08:25
    Hi Sri,

    Please create sharing rules under Sharing Setting for contact. Follow below steps:

    1. Create Roles as per the requirement, let say 
        a. CEO
        b. Sales Rep
    2. Put Sales Rep role below CEO. 
    3. Identify particular condition for the sharing rule, eg: Country wise, City wise, Division wise. 
    4. Share the record to Sales Rep using sharing setting and provide Read / Write or Read only permission as required. 
    CEO will auto-matically be able to view all 500 records due to role Hierarchy.

    For more info on Sharing Setting, please visit below link:

    https://help.salesforce.com/articleView?id=managing_the_sharing_model.htm&r=https%3A%2F%2Fwww.google.co.in%2F&type=0

    Hope this helps. 

    Thanks,

    Gaurav

    Skype: gaurav62990
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