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Heidi Apa Need help with Sharing accounts or Territory managemnt logic...
Hi everyone,
I have an issue with sharing some accounts with different profiles. The thing is that a business have 5 different business areas, so I will need to create 5 different apps (one for each area).
Each of business area will have different opps, account, contacts... but it can happen that an account for an area could be a lead for another area (like a potential customer). So the users need to have access to this accounts too using "sector" criteria.
Do you think that I can use Account sharing rules, or would you go to use Territory Management....?
Any idea, recommendation, experience will be really appreciated :)
Help me please I am a bit lost right now, than you!!!!
I have an issue with sharing some accounts with different profiles. The thing is that a business have 5 different business areas, so I will need to create 5 different apps (one for each area).
Each of business area will have different opps, account, contacts... but it can happen that an account for an area could be a lead for another area (like a potential customer). So the users need to have access to this accounts too using "sector" criteria.
Do you think that I can use Account sharing rules, or would you go to use Territory Management....?
Any idea, recommendation, experience will be really appreciated :)
Help me please I am a bit lost right now, than you!!!!
May I suggest you please check with below links from the community forums with a similar discussion which might help you further with the above issue.
- https://success.salesforce.com/answers?id=90630000000CyNPAA0
- https://success.salesforce.com/answers?id=90630000000DF0YAAW
Please let us know if this helps.Kindly mark this as solved if the information was helpful.
Thanks,
Nagendra
All Answers
May I suggest you please check with below links from the community forums with a similar discussion which might help you further with the above issue.
- https://success.salesforce.com/answers?id=90630000000CyNPAA0
- https://success.salesforce.com/answers?id=90630000000DF0YAAW
Please let us know if this helps.Kindly mark this as solved if the information was helpful.
Thanks,
Nagendra