Hi all,
I am almost new regarding Sharing / Visibility of records and trying with testing some configuration.
We have users working as agents in companies associated to ours.
These companies have been created as Accounts of type 'Associated Company' (record type). One is A and the another B.
Now some users work at A and some at B.
The idea is to allow users at A to see only opportunities related to their Account A. On the other hand, users in Account B should only see opportunities related to the Account B.
I am not sure if I am going in the right direction, I created two roles, one as A Agent and the another as B Agent under the CEO. By testing and using an example user for Account A, this user can see all Opportunities, even the ones at B.
Our OWD is Public Read/Write.
I am very confused and don't know how can I move further as the OWD is Public Read / Write.
I would appreciate any guidance.
#Record Visibility #Sharing Settings #Security #Sales Cloud #Service Cloud #Automation
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!
