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Jeffrey Wong 168
Security Specialist Superbadge Challenge 2 Sharing Rules
Hi all, I am newbie here. I am facing the same issues alot of the people here. I heed some of the advices prvided here, but I am still stucked at this. I tried the following:
Many thanks in advance,
Jeffrey
- Sharing rules based on Roles (Roles: Field Sales to Roles: Insider Sales)
- Sharing rules based on Roles and Subordinates (Roles: Sales Executive to Roles: Insider Sales)
- Sharing rules based on Public Groups (Group: Field Sales to Group: Insider Sales
- I also added Criteria Based Sharing (Opportunties:Type: Existing Customer-Upgrade AND Stage:Closed Won to Group: Project Managers)
Many thanks in advance,
Jeffrey