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certi_vimalcerti_vimal 

Managing Unit should only see some of records of its agents

Hi,

 

 My Customer deals with Insurance Business. 

 

There is a unit call PAM which manages work of some Agents. However, he should only have access to some of the records owned by Agents. Example only 20 of 100 records owned by agent. Can anyone give me some insights as to how can I try to fulfil this requirement? 

 

Is Sharing Rules the only way out or is their any other elegant solution? 

 

 

Thanks, 

 

Vimal

BA_AdminBA_Admin

If it is 20 records you can do by manual sharing
Varun NagpalVarun Nagpal

You can probably write an apex sharing rule (trigger) based on criteria. This would help you to avoid manual sharing of record everytime it is created.