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vish h
Sharing the records with group.
Hi,
I have scenario where I have 3 teams(A,B, C) and one custom object X. Team members of A should not see each other records in the Object X . and Team members of B should be able to see each other records in object X. and Team members have should be having full permissions of object X.
Here I followed the steps to implement this.
1. I have profile with CRED permissions on Object X and assigned it all Teams A,B,C members and all belong to same Role hierarchy.
2. I have set the OWD for Object X is private. (so here Team A members cant see each other records).
3. I have created permission set with View and modify all on the object X and assigned it to Team C users.
4. For Team B, I have created public group called Team B group. I have created sharing rule on Object X(Read Only) and share the records created by anyone from Team B group to Team B group. But this is not working. I dont know where its going wrong. Team B members can create records on object X but they cant see each other records. Please help me to resolve this
Thanks
VIsh
I have scenario where I have 3 teams(A,B, C) and one custom object X. Team members of A should not see each other records in the Object X . and Team members of B should be able to see each other records in object X. and Team members have should be having full permissions of object X.
Here I followed the steps to implement this.
1. I have profile with CRED permissions on Object X and assigned it all Teams A,B,C members and all belong to same Role hierarchy.
2. I have set the OWD for Object X is private. (so here Team A members cant see each other records).
3. I have created permission set with View and modify all on the object X and assigned it to Team C users.
4. For Team B, I have created public group called Team B group. I have created sharing rule on Object X(Read Only) and share the records created by anyone from Team B group to Team B group. But this is not working. I dont know where its going wrong. Team B members can create records on object X but they cant see each other records. Please help me to resolve this
Thanks
VIsh
Hi Vish,
What you have implemented is absolutely right. Please try re-calculating the sharing rules for object X once.
I guess that should resolve the problem.
Thanks
Vivian
Hi Vish,
Thats a bit weird, because I am not even able to provide CRUD permissions for any custom object for the Salesforce Platform profile
https://help.salesforce.com/apex/HTViewHelpDoc?id=users_license_types_available.htm&language=en_US
Thanks
Vivian