We have a bunch of partners, and within the partners we have 3 roles
<Partner Name> Patner Executive
<Partner Name> Patner Manager
<Partner Name> Patner User
Currently we have created Groups for each Partner where we include each of those Roles above.
Finally we have a rull where....
Criteria: Owner in Group: <Group Name>
Shared With: Group: <Group Name>
The problem is that I want the Channel managers in our org to be able to setup partners without opening up there access to be able to create groups, and share settings.
Is there a way to make a single share rule that will allow us to avoid creating groups and new share rules everytime we add a partner?
Thanks,
-Joe
1 件の回答
And if there isn't an easy way to set this up does anyone know what additional permissions are needed for the channel sales person to be able to do this? The following link says only "Manage Sharing", but I set that up, and they are still not ablet to access the manage sharing page.
https://help.salesforce.com/articleView?id=security_sharing_rules_create_lead.htm&type=0
