Skip to main content
Zoe Fan (Convergence Capital Group) 님이 #Security에 질문했습니다
Hello all,

We have set up a custom object called "Payment Profiles" and master-detail relationship with Opportunity. i.e. Payment Profiles are child of Opportunity. On the Payment Profile, there is an account lookup field called "Counterparty".

We have also set up a custom object called "Financial Highlights" and master-detail relationship with Account. i.e. Financial Highlights are child of Account.

Question: How can we share all the "Financial Highlights" of an account which are the "Counterparty" of the payment profiles of a shared opportunity to a Partner? A detailed relationship chart is attached. We want to share the records in green to a partner without sharing the account record (blue).

I have made a similar data strcuture on My TrailHead Playground 1 so not sure if you can take a look.

Am open to any idea. Personally am not an expert of coding but can read some if easy to modify. Alternatively would be great if there may be some settings we can change. e.g. change the master-detail relationship to lookup relationship, etc.

Thank you all!Records sharing
답변 5개
  1. 2020년 6월 18일 오전 9:47
    Zoe thanks for the response.

    Above you have mentioned the same behavior in trailhead too.

    That's why to get conformation you can reach to trailhead team.
0/9000