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Kendra Ramey (Kicksaw) 님이 Record Access (Sharing)에 질문했습니다

For use in an experience cloud site, I want users to be able to submit leads and track them as they go through the internal sales process.

답변 1개
  1. 2024년 4월 11일 오후 12:48
    Potential solution could be using flow or apex to create leadshare record for record creator when lead is created. Only challenge here is that when lead owner changes, lead share record gets deleted, so you will need another process or same flow to recreate the record when owner changes.
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