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Shabs786521 Binding custom object with Territory management.
Hi, I have created a custom object in salesforce called SalesOrder which allows users to create SalesOrders. The issue is a user associated with a territory cannot view the records(salesorders) created by a user of the same territory though he has been assigned to the same territory with same rules. I have checked the rules and workflows and made sure that both the users have the same sharing rules. A User above this user in a role Hierarchy cannot view, create, update, salesorder records created by users underneath it. Once again i have checked all the sharing rules and the territory management side and all seems ok. I have been told that custom objects cannot be linked to territory management and the records created within a custom object cannot be segregated to users. Any help in this regard will be highly appreciated. Thanks Shabs
Have you tried creating a sharing rule?
Setup - > Security Controls - > Sharing Settings - > Manage Sharing Settings For SalesOrder - > New (Sharing Rule) ?
Maybe this will work for you.
All Answers
Have you tried creating a sharing rule?
Setup - > Security Controls - > Sharing Settings - > Manage Sharing Settings For SalesOrder - > New (Sharing Rule) ?
Maybe this will work for you.
Hello,
Thanks for your help.
I will try this out and let you know about the outcome of this.
Shabs