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Enov AppsEnov Apps 

Separate 'Companies' in Role Hierarchy

We want to completely separate two companies within our Salesforce, before the two companies were under one name but now have been divided into two. So that they can't see any data of each other anymore.

 

Our situation is as follows:

1. Organisation

2. Director

3. Company 1

3. Company 2

 

In this situation both companies can see data of each other, but we want to completely separate them. As we can't create two Organisations in some way we have to configure that those will be separated so that they dont see the data.

 

Is there anybody who knows how to configure this? Probably it's not only in the Role hierarchy i assume?

 

Thanks in advance

 

 

Brian SobyBrian Soby

Do they need to be separated all the way to the top or do they rejoin at some point (e.g. the CEO)?

 

If they rejoin, it sounds like you can do this will role hierarchies.  If they don't, you may need to mimic the role hierarchy with nested public groups and/or apex managed sharing.  The latter is definitely not desirable.