So I've set them up with their own profile and Account record type and it's all fine. Except that I've found there are a few accounts that cross over and are dealt with both by Sales and ECs. What's the best way to handle them?
Sales need to record Sales specific information and ECs need to record EC specific information. It would be useful for Sales to know that their account is also an EC account but the ECs don't need to see all the Sales information.
Is having two accounts, one under each record type the only way forward? I can't see how else we can continue to separate everything out but I'm not comfortable with duplicating information (even though much of it will be different).
8 answers
Hi Sara, So a few things here
- Record Types don't be default do anything for security. I like to put this first because some people (not necessarily you!), make that assumption when they remove a Record Type from a Profile. All that does is stop creation.
- I don't like two accounts here, I like just one. Do you need two record types to account for different picklist values or is two page layouts ok?
- The reason I like this is that the Accounts can be shared, but they don't share the same set of fields. The different page layouts hide fields for each side appropriately, but they are easy to find
- If you need two record types, you would do Private Sharing on Accounts and then sharing rules to open back up to each side. The key is finding some way to identify those accounts that are shared by both sides. If you know in advance then you could have a checkbox field that further opens up sharing to all users when checked. This way they could share.
- Your other option is 2 record types and 4 page layouts, basically a double version of what I mentioned before where you are hiding fields from each side, but not the Account itself.
Hope that helps, and I'm sure other people have some ideas as well
