0

I have a question surronding sharing of related records with Opportunity teams.

We have an custom object A related to the Opportunity object. Opportunities are Public, while Object A is private.

Is it possible to share records of Object A which are related to the Opportunity with the account team only? Or would this require manual sharing / Apex sharing?

I've looked into the sharing rules but there are no options for sharing with "Team". And since the opportunity teams could be comprised of a wide assortment of roles, using that for the rule doesn't seem to be doable..

Any ideas?

Thanks

1

You will have to do it apex sharing. Either by apex code or you can use Flow that will generate the sharing (depend on the complexity).

1
  • That was what i feared - Thanks for your reply :) – Cnork Feb 2 at 9:37

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.