Timeline for Record Sharing for Users with Complex Reporting Structure
Current License: CC BY-SA 4.0
6 events
| when toggle format | what | by | license | comment | |
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| Jul 4, 2019 at 17:10 | comment | added | sdondeti | Agree with you on the Apex sharing limitations. I am leaning towards ViewAll for VPs then build role hierarchy for Directors-->Managers for each department and use filters in reports. | |
| Jul 4, 2019 at 16:03 | comment | added | David Reed | @sdondeti That approach will work (Apex sharing), but it's one I always try to avoid because of (1) just how much code it involves and (2) the fact that standard objects only support Apex-mediated manual sharing. That said, if you get a POC working, I'd love to read a write-up. | |
| Jul 4, 2019 at 15:44 | comment | added | sdondeti | The only problem I have here is they have 60+ divisions and we will end up creating too many public groups and sharing rules. Like I said above, I was thinking of a custom metadata type to maintain the department and hierarchy mappings and use Apex sharing. I need to do a POC on that. Thanks your help and really great insight. | |
| Jul 4, 2019 at 15:40 | vote | accept | sdondeti | ||
| Jul 4, 2019 at 15:39 | history | edited | David Reed | CC BY-SA 4.0 |
added 89 characters in body
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| Jul 4, 2019 at 13:07 | history | answered | David Reed | CC BY-SA 4.0 |