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Hi all,

we have the following issue:

CRUD access for Accounts is set to Modify All for the profile ABC. 

CRUD access for Cases is set to Create, Read and Edit for the same profile. Users with this profile are not allowed to delete Cases.

I created a role hierarchy, which looks like this:

 

Sharing Rules with a specific role are not working and still appying Private OWD

The Sharing Rules on Cases look like this:

 

Case Sharing Rules.png

with Read/Write access to cases.

 

The idea is to give users with the profile ABC and role ABC Role access to ALL cases, no matter who created them. If it wasn't for the CRUD access to Cases (No Deletion is possible) I would give users in this profile Modify All access and the solution would be simple.

 

There are Case records created by any users, but if I log in into Salesforce as a user with the profile ABC and Role ABC Role I am unable to see Case records of other users (for example records created by someone in the A or B role). I can see only Case records I created.

OWD for Account and Case is both Private.

 

I am spending hours and hours trying to figure out what could be the cause of this issue.

 

I would appreciate some guidance :).

 

#Record Visibility  #Security  #Sales Cloud  #Service Cloud

20 个回答
  1. 2021年8月23日 16:27
    I think if roles A & B are under role ABC in the role hierarchy, that would solve the problem
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