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Hemant_Jain
Grant Access using Territory hierarchy(Like Role Hierarchy)
Hi,
I have to display records to users as per territory hierarchy.
For example,
I have Object A - OWD is set to private.
Below is the type of Territory hierarchy
Territory 1(T1) -- > Territory 2(T2) -- > Territory 3(T3) --Territory 4(T4)
Here, Territory 2 is child of Territory1 , Territory 3 is child of Territory 2 and so on
Now, I wand the records created by Territory 4 to be accessible to T1, T2 and T3.
Records created by T3, should be accessible to the users belonging to T1 and T2 and so on.
I am able to achieve this by creating sharing rules for the object, but here i need to create separate sharing rules for to share records with each of the territories above in the hierarchy.
Can we not achieve this as we do in role hierarchy?.
Inside each territory record, we have sharing groups: Territory,Territory, Territory and Subordinates. Can these be used some how to achieve this?
I have to display records to users as per territory hierarchy.
For example,
I have Object A - OWD is set to private.
Below is the type of Territory hierarchy
Territory 1(T1) -- > Territory 2(T2) -- > Territory 3(T3) --Territory 4(T4)
Here, Territory 2 is child of Territory1 , Territory 3 is child of Territory 2 and so on
Now, I wand the records created by Territory 4 to be accessible to T1, T2 and T3.
Records created by T3, should be accessible to the users belonging to T1 and T2 and so on.
I am able to achieve this by creating sharing rules for the object, but here i need to create separate sharing rules for to share records with each of the territories above in the hierarchy.
Can we not achieve this as we do in role hierarchy?.
Inside each territory record, we have sharing groups: Territory,Territory, Territory and Subordinates. Can these be used some how to achieve this?
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