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Sridhar Ramamoorthy
Contact Sharing Rule
Hi All,
Currently, I've 500 contact records. In that, 300 records I need to make it as PRIVATE and remaining 200 records as PUBLIC. The CEO should have access to see all those 500 records and whereas the sales rep should have access to only 200 records. I tried the following step, but I can't able to satisfy both the criteria here.
1. Under Sharing Settings => OWD => I changed the contact object to "Private" from "Public" for both internal & external access. In this case, all my 500 contact records are marked as Private. Others in my organization can't able to see it other than the CEO.
Any pointers on how to achieve that? Very much appreciate all your comments/feedbacks.
Thanks,
Sri
Currently, I've 500 contact records. In that, 300 records I need to make it as PRIVATE and remaining 200 records as PUBLIC. The CEO should have access to see all those 500 records and whereas the sales rep should have access to only 200 records. I tried the following step, but I can't able to satisfy both the criteria here.
1. Under Sharing Settings => OWD => I changed the contact object to "Private" from "Public" for both internal & external access. In this case, all my 500 contact records are marked as Private. Others in my organization can't able to see it other than the CEO.
Any pointers on how to achieve that? Very much appreciate all your comments/feedbacks.
Thanks,
Sri
Please create sharing rules under Sharing Setting for contact. Follow below steps:
For more info on Sharing Setting, please visit below link:
https://help.salesforce.com/articleView?id=managing_the_sharing_model.htm&r=https%3A%2F%2Fwww.google.co.in%2F&type=0
Hope this helps.
Thanks,
Gaurav
Skype: gaurav62990