0

One of my SFDC users needs to manually share an Account record with someone below them in the Role Hierarchy. The sharing button is not visible for this user on this Account record.

I was under the assumption that users higher in the role hierarchy than an Account owner, can manually share those records with other users.

Is this not the case?

  • check that Sharing button exists in Page Layout – Santanu Boral Aug 16 '17 at 21:22
  • Checked that. The sharing button does exist in the page layout. – Daniel Sulaiman Aug 16 '17 at 22:23
0

You are correct, manual sharing is available for the record owner, any role in the hierarchy above the record owner, and the system admin.

From Salesforce , You might not see the button if you’re not logged in as the candidate record owner or system administrator. The button is available when your organization-wide default for candidates is set to Private or Public Read Only.

So you might have confirmed that the sharing button is available when you logged in as admin. Try going to Manage Users|Users and login as the requesting user, or ask him to confirm that he can see the sharing button.

If the sharing button is not available, make sure that Manual User Record Sharing in Sharing Settings is checked.

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.