1

Lead - users at the same role level need access to each others Leads

I have users at the same level in the role hierarchy that need to read/write each others Leads. How do I set this up in the sharing settings for the lead object? Sharing settings have worked well for people sharing across various role levels....but this scenario not working for me.

I just set up a sharing rule that says all Leads owned by Role 1 are shared with Role 1 But it is not working.

  • How do I set this up in the sharing settings for the Case object? It is confusing. Can you clarify why case object is mentioned here when you want to setup setting for Lead object? – Mr.Frodo Jan 27 '17 at 11:04
  • Question is closed. Thanks for the reply Adrian. – Aditya Feb 4 '17 at 9:34
  • @Aditya No, you never accepted an answer... – Adrian Larson May 5 '17 at 19:07
1

I think you would need to setup couple of rules to accomplish this:

Lead Sharing Rules

Best approach would be to create separate groups for each level and then create sharing rule for them. Like This:

By Public groups

  • Now it showing user's each others records. But now problem is I have lead visualforce page. If I login user1 then it is not able no see records of user2 on visualforce page and viceversa. – Aditya Jan 27 '17 at 11:53
  • 1
    If records are visible on salesforce UI then it should be visible on your custom vf page as well. Now it seems a completely new problem and you should post it as a separate question, if problem persists. – Mr.Frodo Jan 27 '17 at 12:04

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.