I need all user to be able to see all opportunities. However, Department A should only be able to edit opportunities assigned to 3 record types (x,y,z) and Department B should only be able to edit opportunities assigned to the other 4 record types (t,u,v,w).
I started testing with Department A in the sandbox and this is what I have done so far:
- Profile Permissions for Department A Role = Opportunities (Read, Create, Edit, Delete,View All)
- Org-Wide Defaults for Opportunities: Public Read Only
- Sharing Rule for Opportunities: when Opportunity record type = x,y,z share with Department A as "Read/Write"
As a result, when a user assigned to the Department A role goes to an opportunity with an "x" record type then they are able to see the edit button (YAY!). However, when they go to an opportunity with the "t" record they are also able to see the edit button and they shouldn't. They should have read only access to "t" opportunities. What am I missing here to make the Department A role "read only" for certain record types? Should I be opproaching this in a different way?