I could really use some help. I have also reached out to SF support. I have activity pane setup with 'Log a Call', 'Create Task' & 'Appointments' (Events) global actions. Recently granted a new user access to accounts by creating list view for him (I created list view while logged in under user name). This user and ONLY this user is not able to use the activity pane. I created list view as admin & shared with public group. I have created public group w/only the user. Only when I change account owner to this user is he able to do the activites. All other users work just fine, inlcuding the other users in the same profile. Why is this happening for 1 user and what am I missing? TIA!
I have figured it out. Since OWD is private, the records for the other users are in their name. We also have the Account object as Read Only. You cannot set Read/Write access for Task object so it takes on the rules of the object it is being used on. Sharing a list view does not override the org defaults, so when I shared the list view my user could view the account but not make edits since he was not the owner.
So sharing rule it is. The main field I need to use is a lookup to Account, so I need to create a text field, then I need to figure out a flow or formula to match the lookup field to the text field so that I can use it in the sharing rule. For some reason I thought sharing a list view was similar to manual sharing and apparently it is not.
