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Users are allowed to view all data within our Org, with one exception. Users in Region X are not allow to view leads from other regions but then can view any leads within their region. How do I set this up?

Thanks,

  • You could probably use role hierarchy for this. – Luke Vang Jan 30 '15 at 21:36
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    And org-wide defaults, and sharing rules - but definitely not profiles or permission sets ... – user735 Jan 30 '15 at 21:39
  • Thank you Luke and John. This is my plan after reading your proposals. Set the OWD on Lead object to Public/RW and enforce role hierarchy. Then put Region X under the rest of the All Regions (Excluding Region X) in the role hierarchy setup. Do you think this will works? Thanks – user7123 Jan 30 '15 at 21:59
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In response to your comment:

No. As you go along the different levels of security you can only widen access, you cannot restrict it. OWD is the first level, if you have Lead as public/rw at that level everyone can rw Leads regardless of role hierarchy or anything else.

Set the OWD to be private and go from there.

  • As @Force Hero suggested, I set OWD to private, created two groups and added sharing rules. It works like a charm. – user7123 Mar 2 '15 at 23:51

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