3

I have contacts set to private and use sharing rules to open up access to other sales users. I have a scenario where an account executive would like to have other sales support users below them in the role hierarchy edit tasks that are assigned to the account executive. I still have not been able to enable edit ability to the support users. It keeps coming up Insufficient Privileges when the user tried to edit the activity. Is there a way to share the activity with other users so they can edit the activity owned by an Account Executive at a higher level in the role hierarchy?

Thanks for any help.

2

Some options:

  • 'Shared Activities' is enabled, but how do you add users to the Activity "team"? So, a sales support user created the activity and assigned the event to the Account executive. Now, another sales support team member needs to go to that activity and edit it. Getting Insufficient Privleges. How can I add different users to this activity team so they can all edit it? – Dman100 Mar 25 '14 at 16:07
  • OK now I understand better. Indeed you cannot add extra users to the task. Only the assigned user or people above him/her in the role hierarchy can edit the task, unless they have 'Modify all' permissions (help.salesforce.com/…). There's an idea for assigning tasks to queues here, which is always a bad sign ;-) success.salesforce.com/ideaView?id=087300000007HC0AAM Some people have even created a custom task object to work around shortcomings like this one.. – Guy Mar 25 '14 at 16:25
0

You can use calendar sharing to specific group of users. https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/salesforce_groupcal_cheatsheet.pdf

  • You should include the relevant content from the link if it answers the question. – Adrian Larson Nov 2 '16 at 22:29

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.