• Somnath Lokesh
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  • Member since 2014

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Working on TrailHead Challenge... (https://developer.salesforce.com/trailhead/force_com_introduction/data_security/data_security_sharing_rules)

Tasks completed:
The custom object must be named 'Project' with a resulting API name of 'Project__c'.   Done
The Name field for 'Project' must be of type Text (not Auto-Number).  Done
The custom object 'Project' must have a custom field of type picklist named 'Priority' with a resulting API name of 'Priority__c'. Done
The role label should be 'Training Coordinator' with the resulting 'Role Name' of 'Training_Coordinator'. Note that you may already have this role in your role hierarchy from a previously attempted challenge.   Done
Set the organization wide settings to public read only.    Done

Here is where I think is the problem:
The sharing rule can be named anything.  
 
Create sharing rule under "Sharing Settings" under Project Sharing Rules..  Create a criteria based project sharing rule with Priority custom field equal to High.  Shared with role "Training Coordinator" as read-only access.


What am I missing?
Working on TrailHead Challenge... (https://developer.salesforce.com/trailhead/force_com_introduction/data_security/data_security_sharing_rules)

Tasks completed:
The custom object must be named 'Project' with a resulting API name of 'Project__c'.   Done
The Name field for 'Project' must be of type Text (not Auto-Number).  Done
The custom object 'Project' must have a custom field of type picklist named 'Priority' with a resulting API name of 'Priority__c'. Done
The role label should be 'Training Coordinator' with the resulting 'Role Name' of 'Training_Coordinator'. Note that you may already have this role in your role hierarchy from a previously attempted challenge.   Done
Set the organization wide settings to public read only.    Done

Here is where I think is the problem:
The sharing rule can be named anything.  
 
Create sharing rule under "Sharing Settings" under Project Sharing Rules..  Create a criteria based project sharing rule with Priority custom field equal to High.  Shared with role "Training Coordinator" as read-only access.


What am I missing?
Project custom object records should only be seen by the owner of the record and users above the owner on the role hierarchy. However, for some Project records, the Training Coordinator must also have Read Only visibility to the Project record.

Create a custom picklist field on the Project object called “Priority” with the following values: High, Medium, and Low. Then create a criteria-based Sharing Rule for Project records where the Priority = High to share those records with the Training Coordinator role.