Hi Everyone,
I'm trying to create a custom sharing flow for contact records. I would like to make all my contact records private to my service resources unless they have been assigned to this particular contact. I have created a custom object called resource participant which has the following fields:
- Contact Lookup
- Resource Lookup
- Start Date
- End Date
The purpose of the resource participant is to 'assign' a resource to a contact (in other words give the resource access to view this particular contact record for a specified time period)
I would like to create a flow so that when a 'resource participant' record is created, the contact's record is shared with the resource only for the duration specified in the resource participant record start and end dates. How would I go about creating this flow?
https://www.linkedin.com/pulse/automate-sharing-records-salesforce-using-flow-alekhya-mandadi/
I have tried to follow a similar process to the attached article but I am getting stuck on configuring the assignment element.
Thanks in advance
