function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
jlimjlim 

Opportunity sharing via Sales Team

There's a need for us to share certain opportunities based on Region (custom field from Account). Right now, the opportunity owner either has to add the users one at a time via Sales Team, or create a default Sales Team and add them.

 

But there are times we also need to switch the Opportunity owner out. As soon as we change the Opportunity owner, the default sales team from the previous owner is removed from the Opportunity. And now the new owner has to add the members.

 

How are other people doing this? We cannot do a sharing based on role, users etc. coz' we only want this behavior based on Region. If it is from Region A, then we want a selective set of users to have full rights to those opportunities. 

 

Thanks.