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sfdeveloper9 Transfer records to only users below in the role hierarchy
Is there a way to restrict the ownership transfer to only users in role below the current user role in the role hierarchy.
Ex: I have below Roles :
Dept A Manager
Dept A subordinate
Dept B Manager
Dept B Subordinate.
users with Dept A manager role should only be able to transfer a record to any user with Dept A subordinate role
users with Dept B manager role should only be able to transfer a record to any user with Dept B subordinate role
Thanks in advance.
Strictly speaking, no. Any user that is active and has at least Read access to the entity (not to that specific record, just the entity itself) may be the owner of a record. In theory, you could create a trigger to restrict access, but such an exercise may be more trouble than it would be worth.