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Mansi_KatMansi_Kat 

Contacts without Accounts Sharing Rule

 We are having issue in our org. We have associated Contacts with a custom object called "Organizations". And, we want to keep contacts associated with accounts completely separate than contacts associated with Organizations. BUT because Contacts are NOT visible unless tied to an Account, we cannot simply have a Supplier - Contact association These are owned by 2 group of users. Group A and Group B. And, group A shouldn't be able to access contacts owned by Group B. The only option I could think off was, creating a generic account as ABC and associate with the Contacts related to Organizations (Contacts which are not tied to Accounts). But, that doesn't really solve the purpose. I can do this for all the existing contacts but how are we gonna tackle all new contacts created by my users. Every time a new contact record is created by Group B (which are not tied to accounts), I will have to figure out a way to relate them to the dummy account. Is there a better way to do this?

 

yudhvirmoryudhvirmor

First make sure that Account visibility is not driven by "Controlled by Parent". You can check it from security settings.

I think assigning them to default Account "ABC" will do the trick and then you can give visibility to contacts on the basis of your custom Object "Organization"

Mansi_KatMansi_Kat

Contacts are currently controlled by Parent but I also tried changing it to private. All my sharing settings were overruled in both the cases. But, how can I give visibility to contacts on the basis of "Organization"? Contacts are only ruled by Accounts. Can you please explain a but more. And, would you have any suggestion on assigning ABC account for any new contact created by a user? I know a trigger can probably do this. But, since I am not a developer, I was trying to explore options through point and click instead.