I have a customer on an ERP app
Customer is wanting to: This is related to sales orders and associated financial documents
The company hierarchy – A manager will lead x# of salesclerks.
Managers see everything in their clerk’s process. The clerks only see the documents they own. Ken and Frank have the same leader who sees all of our documents however we cannot see each other’s documents
Salesclerk sees only the documents they create and those that contain financial information (sales Price)
In our app we do not use Roles - sigh!
#Permissionset #Security #Record Sharing #Awesome Salesforce Admin
Hi @Ken Wilson,
Given the constraint of no Roles (which solves most -- but not all, of the requirements), I would create a many to many object to match managers to clerks as a start, then get fancy with Sharing Rules (good article on that at https://www.salesforceben.com/tips-for-planning-and-creating-salesforce-sharing-rules/). It will likely be a non-trivial task to get the rules just right.
That said, I would question why the restriction on using Roles. Are they being used for some other organization management?
HTH
Regards,
Scott S Nelson
