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#Sharing0 discussing

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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Hello Trailblazers, 

I will be working as  a BA at my organisation working on CRM analytics. 

Any Business analyst in our group who is currently working or worked as a BA on CRM analytics? 

Please share your experience any tips and techniques. Thank you. 

6 answers
  1. Ines Garcia (get: Agile) Forum Ambassador
    Jun 20, 2023, 11:25 AM

    Hi Kiran, how are you getting along?

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3 answers
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Hi all,

my org-wide sharing is private on the opportunity.

 

Now I have created a sharing rule that share (Read/Write) opportunity with a public group.

 

I can assign to this public group using one of these profiles A or B

A is read-only on the opportunity

B is read/edit on the opportunity

 

The effect is that a user (in this pubic group) with profile A can only see the opportunities shared with the group. Instead, a user (in this pubic group) with profile B can see the opportunities shared with the group AND edit them.

 

Can you confirm?

 

I hope so!

 

Now, in case of a user with profile A (read-only) is correct he can't edit opportunities owned?

 

tks

3 comments
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2 answers
  1. Oct 19, 2021, 1:08 AM

     FavoriteMore Options

    Andrea Sloan (Personal) asked in #Sharing Rules

    Sharing rule and restriction on two lookup fields

    I have created sharing rules based on user roles where members of the same roles can view and edit each other's records. However there are two lookup fields (Accounts and Product) that I would not want within the record to be edited by the non record owner (my object is private). I understand formula and lookup fields cannot be inserted by a criteria sharing rule. How can I then achieve this?

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I was reading the article, here it is mentioned

What is difference between Site user and Portal User

I couldn't really understand what is difference between two.

Any help of it is really appreciated.

 

#Experience Cloud #Sharing 

4 answers
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Is it possible to set things up so that someone can see that a record owned by someone else 

 

#Permissions #Sharing Settings #Sharing #Record Sharing #Sales Cloudexists but can't open that record? 

 

Say we have a custom object "Custom X" which is a child of Contact. There is a Contact record "Contact A" which has two "Custom X" records. User John owns one and user Abigail owns the other. We don't want John to be able to open Abigail's record and vice versa, but it would be good if John could see that "Contact A" does have another "Custom X" record owned by Abigail.

 

Is that possible to do?

4 answers
  1. Michael Brown (Salesforce) Forum Ambassador
    Sep 15, 2021, 9:32 PM

    Hi Rachel, the only option I can think of here is to do a rollup of sorts and add a field to the parent record that counts the number of records. That way, everyone with access to the parent can see how many records there are underneath that parent.

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  • Create a profile called Directory and the user in this profile must be able to see all the records of all the users irrespective of hierarchy.
1 answer
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I am not seeing Asset as an object type when trying to create an Account Relationship Data Sharing rule. Is this unsupported? Are there a list of supported types documented somewhere? Appreciate any insights!

 

I made sure Asset sharing is enabled and External/Internal OWD is not CBP but no dice. 

 

#Sharing  #Service Cloud

1 answer
  1. Jul 31, 2021, 4:09 PM

    Hi Bartee,

     

    Account relationship data sharing rules can apply to; accounts, campaigns, cases, contacts, custom objects, leads, opportunities, orders, partner fund allocations, partner fund claims, partner fund requests, and partner marketing budgets.

     

    Currently we are limited to include Assets. Sharing applied is based on the parent (direct) account.

     

    Reference, https://help.salesforce.com/articleView?id=networks_configure_account_relationship_data_sharing_rules.htm&type=0

     

    Thanks,

    Sharah

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We have a specific sharing scenario that can't be solved with standard sharing rules. Our original solution was to use manual sharing, but because deactivated users lose access to any records that were manually shared with them, it may not work for our situation. I've been doing some research to see if Apex managed sharing would work for our purposes.

 

I am trying to figure out if Apex managed sharing is maintained if a user is deactivated (such that if they are reactivated, they would still have access to those records). I can't find anything mentioning caveats around user deactivation, which makes me think it would be maintained, but I want to be absolutely certain.

 

#Apex  #Apex Sharing  #Sharing 

2 answers
  1. Michael Brown (Salesforce) Forum Ambassador
    Jul 18, 2021, 6:30 PM

    Hi Lindsey, 

     

    I also believe the Apex sharing rules will also remain when a user is deactivated, as manual shares and Apex Shares have a different RowCause to distinguish them. I would run a test to confirm. You could probably use the Developer Console to run some anonymous apex to share a record via Apex with a test user, then deactivate that user and see if the sharing record still exists. 

     

    Thanks,

    Mikey 

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