#Record Visibility0 personne en discute

There are many ways that you could implement this

One of the options is to create queues in the system for each team and add team members to the respective queue. 

Use Automation to Make the Queue, record owner, and all queue members from the respective team would be able to access the records that the queue owns.

The good thing is There's no limit to the number of queues you can create, and you can choose when queue members receive email notifications.

The other way is to use Apex-based sharing. You would want to maintain the list of teams in the system in a custom object myObj_Team__c and use Apex to create a share the records with all the members that are part of a team.

Please mark this answer as Best Answer if this resolves your issue.

Also, Let me know in case you need more clarification.

Hi,

Why don't you crete a report on duplicates:

https://help.salesforce.com/s/articleView?id=sf.duplicate_management_custom_report_types.htm&type=5

and group it by Duplicate Report set name. I usually also group it by Name (ie for Contact, Fll Name)

You can add a chart to it and save it in a shared folder

This means your duplicate rule needs to be set to "Allow" and Report needs to be checked for creation and update.

You can now add a report chart element to the object lightning page and filter by Contact ID.

You can now clearly see if there is a graph or not on the page. Unfortunately, you cannot use the visibility functionality here unless you recreate the roll up functionality with flows to see if there are Duplicate Record Items assoicated to the record and update a field with the number of Duplicate Record Items records. You can then state that Number field has to be greater than 0

Hi Laura,

From the situation which you explained seems like you want to share records created by a user working at Company A with all the users working for Company A and same for Company B right!!! 

In that case what you can do is change the OWD Of Account and Opportunity  as Private!!

So what will happen is only user who created can see the record!! now go to bottom of sharing settings and create a sharing rule on Account and Opportunity, to share the records owned by user working at company A with all the users under role A agent, do same for B!!

To know more on how to use Sharing rule you can check below link and video:

https://www.sfdcpanther.com/sharing-rules-in-salesforce/

Thus, all the user will get access to opportunity created by user working for Company A only and same for B!

Hope it helps :D

Let me know if stuck somewhere!

Hey Laura, 

That last option means it will share it with users in the role you've selected, as well as any user in a role that is a descendent of that role, and you can apply this sharing either for internal users or external users in a community. 

For example let's say I have the following role hierarchy:

• Executive
  • Sales Manager A
    • Sales Rep A
  • Sales Manager B
    • Sales Rep B
  • Sales Manager C
    • Sales Rep

If I creating a sharing rule and select Roles, Internal and Portal Subordinates and then select the Executive Role, this would share it with users in the Executive Role, as well as users in every other role since those are a descendant of the Executive role. 

Thanks,

Mikey