Skip to main content
4 risposte
  1. 12 giu 2014, 12:33
    You can manually share account records by adding a user as an account team member or using the Add button after clicking the Sharing button at the top of the page layout.  You can manually share Opportunities by adding a user as a Sales team member or using the Add button after clicking the Sharing button at the top of the page layout.  Both sections are available in the related list section at the bottom of your page layouts.  I don't believe you can manuall share lead records.  You can view who has access to a record by clicking the Sharing button at the top of the page.  Use the Expand List option to view all users who have access and view the reason they have access.  Use the Add button to manually allow other users Read Only or Read/Write access.

     

    Sharing rules are implemented by system administrators.  You can grant access to public groups, roles, roles & subordinates and portal roles.  You can set up sharing rules to share read only or read/write.  Per the response above, your org wide default sharing by object will determine if sharing rules give access to related objects.
0/9000