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Ananthanarayanan Nemmara Make reports dynamic
Hi All,
I have made few reports on orders/invoices custom object and want the sales represntatives to view only those orders/invoices related to the account to which they are owners. I checked the org wide settings and the account object is private. In sharing rules there is a rule which shares Account: owned by members ofAll Internal Users with Share with Role: Sales. In role i have all my sales represntatives. If i delete this sharing rule none of my sales rep are able to see the accounts(not even those which they own). I am working on salesforce lightning.Can someone please let me know what am I missing?
Regards,
Anand
I have made few reports on orders/invoices custom object and want the sales represntatives to view only those orders/invoices related to the account to which they are owners. I checked the org wide settings and the account object is private. In sharing rules there is a rule which shares Account: owned by members ofAll Internal Users with Share with Role: Sales. In role i have all my sales represntatives. If i delete this sharing rule none of my sales rep are able to see the accounts(not even those which they own). I am working on salesforce lightning.Can someone please let me know what am I missing?
Regards,
Anand
Thanks for the response. Yes they do have CRED permissions on account object.
Regards,
Anand