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Sampath palli 2
Role hierarchy Sharing
Hi all
I have an requirement that i will give OWD:Private for a record but i want to share this record with my role subordinates
Thanks In Advance
Sampath Palli
I have an requirement that i will give OWD:Private for a record but i want to share this record with my role subordinates
Thanks In Advance
Sampath Palli
You can acheive the above functionality by the following ways:
for example,you make Lead object as private in OWD.
Now create new Sharing rule in Lead Sharing Rules section.
1.Click on New as given below:
2.Give Proper Label Rule Name,Select the rule Type
a.Owner based or b. Criteria Based
3.Select which record you want to share.
4.Select with whom you want to share.
5.Give access either read only or read/write.
6.Click on save.
Below example depicts owner based sharing rule:
Below picture displays criteria based sharing rule.
For more information please go through the below link:
https://www.youtube.com/results?search_query=who+sees+what
Please let me know if you need furture help.
Cheers,
Dhriti