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Sharing Opportunities with Partner portal users

Hello,

 

A client of ours wants to share Opportunities and an underlying custom object to PRM users (channel partners). They have PRM users belonging to 10 channel partners who would be using the system. Data privacy should be maintained between the partners. Should we recommend them to change ownership of relevant records to the appropriate Parter user? We can set "Read all Data" on all internal users so that all CRM users have pervasive Read access to those records. Is this the best practice?

 

Is there a smarter way to handle this without manually changing record ownership. Perhaps we can use Role configuration to plug the "Partner Executive A" role as a sub-ordinate to the corresponding "Channel Partner A" role. Please send me your expert ideas.

 

Andi Giri

Softsquare

Going South.ax738Going South.ax738

Does creating a sharing rule work for you?

 

You can access it via Admin setup/security controls/sharing settings...page down to oppurtunity sharing rules click new...now you can set records to be shared with PRM users without losing data intergrity or making all readonly.