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 Hello our salesforce account manager added our org to pilot program but I still don't see option Contact.RelatedAccount at target object in sharing setting.

 

https://success.salesforce.com/ideaView?id=0873A000000cMWv

 

Can you please share how could be write sharing setting rule.

 

I have one contact linked to two accounts and I want that contact see cases of both related accounts.
2 respostas
  1. 23 de out. de 2018, 13:29

    Hi Ankush,

    Thanks for your reply.

    I am trying to work on sharing setting which gives visibility to Contacts to Multiple Accounts.

    Example John Smith is president of Acme Corporations, and Acme is the account on his contact record. But John is also involved with the nonprofit media organization Greendot Media. By adding Greendot Media as a related account on John’s contact record, you can track this other relationship. John is considered a *direct* contact to Acme because Acme is the account

    on his contact record. And he’s considered an* indirect* contact to

    Greendot Media and any other accounts that he becomes related to. John also

    appears on the Related Contacts related list for Greendot Media and any

    other accounts that he’s indirectly related to.

    How could we achieve that John Smith sees all the related records of Acme

    Corporations & Greendot Media too.

    *Archana Ranjan*

    Director - CRM Systems & Operations

    EnterpriseDB Corporation

    Ph: 984 789 8532

    Skype ID: enterprisedb_archana.ranjan

    Website:

    www.enterprisedb.com

    EnterpriseDB Blog:

    http://blogs.enterprisedb.com/

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