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Bhavana
sharing rule to share account record based on user field
Hi,
We have a few custom fields say A, B and C, all these are a lookup to User fields. The goal is to share the Account record with any User populated in the custom fields A, B or C.
How can we create a sharing rule for this? Can we have public group with user names ?
Please suggest me on this.
Thanks.
We have a few custom fields say A, B and C, all these are a lookup to User fields. The goal is to share the Account record with any User populated in the custom fields A, B or C.
How can we create a sharing rule for this? Can we have public group with user names ?
Please suggest me on this.
Thanks.
You can't use sharing rules to give access to values in lookup fields.
You should do an Apex Managed Sharing : https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_bulk_sharing_creating_with_apex.htm
The Apex Managed Sharing Example is exactly your use case.
Regards,
Can we have a public group with the list of users and create a sharing rule to it?