function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Karen PannunzioKaren Pannunzio 

Security

How do I allow the sales rep only visibility to their own orders on a house account? (Orders are controlled by Parent) The House Account is owned by "Joe" (their sales manager)....Jim, Bob, Larry are the order owners. They can now see ALL orders under this house account.

I don't want the reps to have access to the House Account....only the Orders.
James LoghryJames Loghry
You can't add any sharing rules nor any manual apex sharing when an object is marked as "Controlled by parent".  If possible, try switching the security setting to private, and then granting the necessary access using sharing rules.

Alternatively, you could write a Visualforce page / report with an Apex class that uses the "without sharing" keyword to circumnavigate security in this situation.  This is a bit more risky simply because you're bypassing the security measures put in place by your admin / salesforce setup.  If you go this route though, make sure you're only querying  / filtering records that the user should be able to see.