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I have one account record and it has a field of picklist (Type) and value set to ("salesforce"). This Account Record is created and shared by admin to the roles(x,y,z) by Manual sharing rule.

When i log in with that user(Role x), I have a field with lookup to account. This field have filter condition like "( Account: Type EQUALS Salesforce) ".

When i click the look up of this field , the filter condition is not showing the record which is shared by admin.

Please suggest me the possible way to show the record in lookup window?? thanks in advance

1 Answer 1

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Which means the user is already able to see the records. The record has been shared successfully with the user. Yours record sharing rule is working perfect. I think the thing you are looking out is Look Up filter. When the look up field has look up filter criteria, then only those records are shown.

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