I have customers with multiple locations/subsidiaries (account hierarchy) who need to view/access information in those related accounts. I have looked at sharing rules, but have too many accounts, and fear I'll exceed the 300 per object limit. What's the best way to set this up?
I want customers from a parent Account to be able to see records of all their child and grandchild Accounts, but none of the customers in the child Accounts to be able to see records from either their parent's Account or any sibling's Accounts that might exist.
Example: Customer ABC, has subsidiary DEF, which has subsidiary GHI. ABC has another subsidiary named JKL that's a sibling of DEF. I want contacts at ABC to see records at their account and all subsidiaries. Subsidiary DEF contacts should see their records and GHI records, but not the records of their parent company ABC or their sibling JKL. GHI contacts should see their records, but not the records of their parent DEF or their grandparent ABC, nor their parent's sibling JKL. Contacts at JKL should only see their own records and no others, including not being able to see the records of their parent company ABC. In essence, no contact sees anything except their own company's records and the records of a child company.
How can we accomplish this kind of record sharing in a customer community?