4 respostas
Evaldas Zaranka (Wise) Forum Ambassador
Depending on your sharing rules - there are a few options. You can create a checkbox, picklist, record type, whatever is suitable for you, and once a particular value is selected, you can exclude that from sharing rules. If role hierarchy is turned on, sharing will still happen. Options to stop that - turn off role hierarchy or exclude the roles you don`t want to share from the hierarchy but that`s not recommended solution. You can set automation to select your value if you have specific criteria.