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Enov Apps Separate 'Companies' in Role Hierarchy
We want to completely separate two companies within our Salesforce, before the two companies were under one name but now have been divided into two. So that they can't see any data of each other anymore.
Our situation is as follows:
1. Organisation
2. Director
3. Company 1
3. Company 2
In this situation both companies can see data of each other, but we want to completely separate them. As we can't create two Organisations in some way we have to configure that those will be separated so that they dont see the data.
Is there anybody who knows how to configure this? Probably it's not only in the Role hierarchy i assume?
Thanks in advance
The role hierarchy is the foundation for the sharing model you are trying to create.
And in the situation you outlined below, Company 1 and Company 2 can *not* see data of each other. This assumes two things for any object where there is data that should not be shared across companies:
1) Your organization wide default is set to Private
2) You have not created any sharing rules to share records owned by Company 1 with Company 2, or vice versa
In your situation, however, anyone assigned the Organisation role (if that's meant to be role, I'm not sure) or Director role will be able to see information for both companies. To prevent that, then you'll want to create a role hierarchy that is something like this:
Organization
Director - Company 1
Company 1
Director - Company 2
Company 2
Referring to this revised role hierarchy, Director - Company 1 will not be able to see records owned by anyone assigned to Director - Company 2 or Company 2 (again, as long as your organization wide default is set to Private and you have no sharing rule to grant additional access).