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sonali verma
admin question
Hi all
I have 2 departments. hr_dept and finance_dept. User_A from hr_dept wants to share records to user_B of finance dept.
How to do this?
I know in profiles for hr_dept object should have VIEW all permission. so user_A belonging to hr_dept object can share records.
Pls correct my understanding if wrong and if I am missing anything concrete pls do let me know
sonali verma
I have 2 departments. hr_dept and finance_dept. User_A from hr_dept wants to share records to user_B of finance dept.
How to do this?
I know in profiles for hr_dept object should have VIEW all permission. so user_A belonging to hr_dept object can share records.
Pls correct my understanding if wrong and if I am missing anything concrete pls do let me know
sonali verma
Please go to Setup -> Security Controls -> Sharing Settings -> Go to the required object.
Create a sharing rule.
Sharing Rule can be created based on record owner / criteria.
Create the rule and share the records.
Thanks !
You can also do this by sharing rules but there you can select roles/queues/groups this will be bunch of users
hope you got it if not you can always refer the salesforce docs.
please get my understanding straight.
Scenario 1: Assume user_a of hr_dept object wants to share all records.
so In profiles , for hr_dept object , give ModifyAll permissions , so users can share records regardless of OWD settings.
Scenario 2: Assume user_a wants to share only few records.
OWD of hr_dept object = Private (can it be public readonly??)
create sharing rule on hr_dept object , select the role / users.
finally check the box Manual sharing.
Is my understanding for both scenarios right or am I missing something?
sonali
Thanks for the details.
Scenario 1:
Yes, if u enable access for user_a in profile to "Modify All" . user_a can share all the records.
It doesnot comply with OWD (Private / Public read only/ ....)
Scenario 2:
OWD of hr_dept object = Private, user_a can share the records and make it public read only or public read / write
Yes, OWD of hr_dept object can be public read only also ... then user_a can make it public read / write
OWD of hr_dept object can be public read / write also... then user_a can make it public read / write / transfer
Please check.
Thanks,
Krishna..