I have a little issue when some of my users convert leads (I'm an admin in the org). A standard user isn't able to convert their leads that merge with existing accounts because existing accounts (made automatically by a workflow process that I created from a web form) get automatically assigned to me. Long story short, since I am higher in the Salesforce hierarchy, it prevents the regular user from doing the conversion merge. Can I create an exception somewhere or just assign all new accounts elsewhere?
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2What is the org wide settings for Accounts? Do you have any sharing rules in place?– GirbotCommented Oct 1, 2015 at 13:58
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Good call - I changed the Accounts to Public Read/Write. Thanks!– AKorCommented Oct 1, 2015 at 14:18
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I'll add as answer– GirbotCommented Oct 1, 2015 at 14:30
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1 Answer
Check the org wide default settings for the Account object, or alternatively add a sharing rule that grants access.
More information on org wide defaults:
- https://help.salesforce.com/apex/HTViewHelpDoc?id=admin_sharing.htm&language=en
- https://help.salesforce.com/HTViewHelpDoc?id=security_sharing_owd_about.htm&language=en_US
More information on sharing rules:
Specifically Accounts:
