In this lesson, I create a criteria-based sharing rule. We specify that any accounts that are named Sony or have a Start Year of 2018 should be shared with the Director, Channel Sales Role and Subordinates. We also create a new ownership-based sharing rule to better fit our scenario and to replace the one we created in the previous lecture. We then adjust an account record to verify that the sharing rule worked as intended.
Resource:
A Guide to Sharing Architecture - https://developer.salesforce.com/docs/atlas.en-us.dat.meta/dat/dat_components.htm
In this lesson, I manually share an account record with other users, after first confirming through the Sharing button that they don’t already have access through some other means.
Resources:
Lightning Sharing App on the AppExchange - https://appexchange.salesforce.com/appxlistingdetail?listingI...
In this lesson, we look at Team Access – specifically related to Account Teams, Opportunity Teams and Case Teams. We enable Account Teams and Opportunity Teams. We also cover how to specify default Account and Opportunity Teams.
In this lesson, we go over record ownership and queues.
Every record must be owned by a single user or a queue. The owner has access to the record, based on the Object Settings for the owner’s profile. For example, if the owner’s profile has Createand Read permission on an object, but not Edit...
