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Saqib_Ali Share Contacts not Associated with an Account?
We are looking for a way to Share Contacts with a group of People. These Contacts are not tied to an Account. What is the best way to do this? We checked, but we didn't see a Sharing button on the Contact. Any ideas?
If your contact sharing settings is not set to 'Controlled By Parent' then you can create a criteria based sharing rule to automatically share the records to a group of user.
Cheers!!!
In our case the sharing setting is set to "Contrlled by Parent". What are our options in this case?
Thanks.
Check your Organization Wide Default for Contacts under Setup | Security Controls | Sharing Settings. If Contact Sharing is set to "Controlled by parent", then sharing access to Contacts is controlled by access to the related Account record.
When Contact Sharing is set to "Controlled by parent", Contacts may not be shared independently from Accounts, so Contact Sharing Rules are not applied (even if they are defined).
To address this you can either set up an Account sharing rule to share the Accounts the Contacts are related to, or you can change the Org Wide Default for Contacts to a value other than "Controlled by parent" ('Private' or 'Public Read-Only', for example) so that the Contact Sharing Rules will apply. Additionally, if a Contact is not linked to an Account, it will be private - irrespective of org-wide defaults.
Cheers!!!