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Anupama@28 Non admin: How to edit contact which is not associated to account
Hi,
We have implemented the following,
1: The OWD on contact is set to private
2: A particular profile do not have modify All Contacts permission
3: When any non admin user create a contact its ownership will change to Admin (i.e if a user ABC creates a contact then the workflow fires and change the owner of that contact to Admin)
If a contact is created without account then the contact is not editable by the user who has created the contact.Is there any way to enable edit feature on that , we tried with apex sharing, still the contact is not editable . Please help if anyone knows the solution
Thanks in advance.
We have implemented the following,
1: The OWD on contact is set to private
2: A particular profile do not have modify All Contacts permission
3: When any non admin user create a contact its ownership will change to Admin (i.e if a user ABC creates a contact then the workflow fires and change the owner of that contact to Admin)
If a contact is created without account then the contact is not editable by the user who has created the contact.Is there any way to enable edit feature on that , we tried with apex sharing, still the contact is not editable . Please help if anyone knows the solution
Thanks in advance.
1. You cannot manually share a private contact (a contact without an account). Either with Manual Sharing or Apex Sharing. Private contacts always visible to owner and admin only.
2. As you have created a workflow. when Non Admin user creates contact and workflow changed the owner to Admin. So Creator lost his view and edit privileges.(as mentioned on point 1)
Logic behind the rule is-- if someone wants to create his/her personal contacts .
Later changing the owner of personal contacts , then there is no sense of making it private.
Workaround
You can change your workflow settings. So that workflow never change the owner of Private contacts(which has no account).
In that case User's Private contacts will be automatically visible to Admin users. But owner will be always Creator.
Here is the reference Article link
https://help.salesforce.com/HTViewHelpDoc?id=contacts_sharing.htm&language=en_US
Thanks & Regards,
Sameer Tyagi
http://mirketa.com/
All Answers
1. You cannot manually share a private contact (a contact without an account). Either with Manual Sharing or Apex Sharing. Private contacts always visible to owner and admin only.
2. As you have created a workflow. when Non Admin user creates contact and workflow changed the owner to Admin. So Creator lost his view and edit privileges.(as mentioned on point 1)
Logic behind the rule is-- if someone wants to create his/her personal contacts .
Later changing the owner of personal contacts , then there is no sense of making it private.
Workaround
You can change your workflow settings. So that workflow never change the owner of Private contacts(which has no account).
In that case User's Private contacts will be automatically visible to Admin users. But owner will be always Creator.
Here is the reference Article link
https://help.salesforce.com/HTViewHelpDoc?id=contacts_sharing.htm&language=en_US
Thanks & Regards,
Sameer Tyagi
http://mirketa.com/