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?
답변 2개
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
