Branch users can currently view their own Branch Account details upon logging in. To support parent-level visibility, records owned by Branch Accounts must be shared with the Parent Account.
What is the approach to grant Parent Account users visibility into all child Branch Account details?
2 件の回答
External account hierarchy seems to be a viable option- https://help.salesforce.com/s/articleView?id=platform.networks_external_account_hierarchies.htm&language=en&type=5
