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Nisha Babu
Sharing Rule
Hi,
How to implement the below one.
Reps of Sales unit should not be able to claim an expense against Marketing Budget, and vice versa using sharing rule.
With Regards,
Nisha
How to implement the below one.
Reps of Sales unit should not be able to claim an expense against Marketing Budget, and vice versa using sharing rule.
With Regards,
Nisha
You can create a criteria based sharing rule for working on the above requirement. Make sure that you have enabled OWDs private while working on the object.
Please check the below links for more understanding:
https://developer.salesforce.com/trailhead/en/data_security/data_security_sharing_rules
https://help.salesforce.com/apex/HTViewHelpDoc?id=security_sharing_rules_create_user.htm&language=en
https://help.salesforce.com/apex/HTViewHelpDoc?id=security_sharing_rule_considerations.htm&language=en
https://help.salesforce.com/apex/HTViewHelpDoc?id=security_sharing_cbs_about.htm&language=en
Hope this helps you!
Best Regards,
Deepthi