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I need to create a Sharing Rule that only allows Users to see Campaign Members where they are the record owner of the Contact or Lead that corresponds with the Campaign Member.

 

Sharing Rules don't support the formula criteria I would be using, and I'm not finding a 'CampaignMemberShare' object that I can reference in apex.

Is there another way I might be able to attack this? Am I missing something? Or am I out of luck on this requirement?

#Sharing #Campaign Members #Apex #Sharing Rules 

3 answers
  1. Nov 29, 2023, 9:20 AM

    @Dan Watkoski changing the organisation wide sharing setting for Campaign Members from Controlled by Campaign, to Controlled by Campaign Member, as mentioned by Martin, should be the solution to your request.

     

    What is your current OWD sharing for Campaign and Campaign Member?

     

    See also:

    Release Notes Summer 18

     

    I do understand your confusion, as the documentation, does not mention this update, it still considers the Controlled by Campaign setting only:

    Sharing Considerations

     

    See this screenshot for the options:changing the organisation wide sharing setting for Campaign Members from Controlled by Campaign, to Controlled by Campaign Member, as mentioned by Martin, should be the solution to your request.

    Otherwise as Svyatoslav mentions, this is more or less a Junction object, with Campaign on one side, and Lead or Contact on the other side.

     

    Sharing for a Junction object is always controlled by its Master, so I would not expect any Sharing table to become available in the future

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