I am trying to redefine the security on my org. I have rebuild the profiles (down from 78 to about 12) and the roles now make a lot more sense.
One of my issues is that the sales support folks, who all look after one set of people in a role spur, may have to shadow another sales support person when they go one vacation.
I don't want to permanently share the accounts/opportunities from the sales support for role A to the sales support from role B but can anyone think of a way to programmatically give permissions from one role to another?
|_SSupport A |___Role A | |_SSUpport B |___Role B
In the above SSupport B goes on vacation and SSupport A needs to address issues on opportunities owned in Role B.
One of the issues that I have to deal with in the future is that the sales team members do not work well in Salesforce.