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AbiBrownie Doubt regarding Sharing rules
Consider the example below:
Roles:
- C-Level & E-Level Management
- Sales Management
- Sales Reps
- Operations Management
- Operations Dispatchers
- Customer Service Management
- Customer Service Reps
- Sales Management
Sharing Settings for Opportunity are set to “Private”. A Sharing Rule exists that grants Operations Dispatchers Read Access to Sales Reps’ opportunities. Here’s how this would play out. We’re looking at access to Sales Reps’ opportunities:
| C-Level & E-Level Management | Full Access (hierarchy) |
| Sales Management | Full Access (hierarchy) |
| Sales Reps | No Access |
| Operations Management | Read Access (granted by hierarchy) |
| Operations Dispatcher | Read Access (granted by sharing rule) |
| Customer Service Management | No Access |
| Customer Service Reps | No Access |
My question regarding this example is, how is that the "Sales Rep" has no access dispite being above the role hierarchy of "Operations Dispatchers"?
Can someone explain this?
In your example, Salesforce does not consider Sales Reps to be above Operations Dispatchers because they are in separate/equal nodes of the hierarchy. Specifically, both Sales Management and Operations Management report up to C-Level and E-Level; only if Sales Management reported up to C-Level and E-Level, and Operations Management then reported up to Sales Management, would Sales Reps be considered above Operations Dispatchers.
If you need to keep your hierarchy structure as-is, and give Sales Reps access, add a sharing rule to grant records owned by the Sales Reps to be shared with the Sales Reps.
All Answers
In your example, Salesforce does not consider Sales Reps to be above Operations Dispatchers because they are in separate/equal nodes of the hierarchy. Specifically, both Sales Management and Operations Management report up to C-Level and E-Level; only if Sales Management reported up to C-Level and E-Level, and Operations Management then reported up to Sales Management, would Sales Reps be considered above Operations Dispatchers.
If you need to keep your hierarchy structure as-is, and give Sales Reps access, add a sharing rule to grant records owned by the Sales Reps to be shared with the Sales Reps.
Thank you..... Ur explanation helped me understan it better.. :smileyhappy: