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Topics#Data ManagementPergunta de Dave Meixell
Dave Meixell (Partner Tech) perguntou em #Data Management
19 de abr. de 2019, 02:23

How to assign one Account to two users, but not all users

I want to be able to assign an Account to two users, but not all users.  I don't want the other users to see this this Account.  How do I complete?

 

I am using the Professional edition, and I already have my users set-up with proviles and role assignments.  

 

 
1 resposta
  1. Amnon Kruvi (The Architech Club)
    19 de abr. de 2019, 04:44
    Hi Dave, 

     

    A record can't be owned by 2 users, but you should be able to grant visibility to an additional user other than the owner.

     

    If you weren't on professional edition, I'd recommend account teams: (https://help.salesforce.com/articleView?id=accountteam_def.htm&type=5&sfdcIFrameOrigin=null)

     

    However, since that is not available on professional, I'd say your best bet is manual sharing: (https://help.salesforce.com/articleView?id=security_sharing_owd_user_manual.htm&type=5&sfdcIFrameOrigin=null)
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