function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
bharath kumar 52bharath kumar 52 

Issue with record sharing and visibility in "CASE" object

Hi All,

I have a scenario where Person A and Person B are 2 helpdesk representatives who login using partner community portal.
Person A should not be able to view "Cases" assigned to Person B and vice versa.
How can i achieve this?

Make sure Case object should be set to Private at OWD level. If so, then check for Case assignment rules, workflows and triggers on Case object.
Atul GuptaAtul Gupta
Make sure the Organization wide defaults for the Case object set to Private in your org.
bharath kumar 52bharath kumar 52
@Pankaj,Atul Just 1 more question if u don't mind. What if they are 2 different organizations and "NOT" just 2 helpdesk reps belonging to the same organization?
In that case does setting the Object's OWD to private help ?
Atul GuptaAtul Gupta
Bharath, what do you mean by 2 different organizations?
If you are talking about 2 different Salesforce Org, just make sure that you have the OWD set to "Private" in both the organizatons.

Just curious, how exactly are you accessing 2 different salesforce organizations via 1 partner portal?
bharath kumar 52bharath kumar 52
Atul, By organizations i mean accounts and not different Salesforce orgs. Sorry, for the confusion .
Set the organization wide default to Private and it should work.