Thursday, May 29, 2014

How to configure Sharing Rules in Salesforce?

How to configure Sharing Rules in Salesforce?


Continuing on setting up security with for our example sales organization, let’s say that you have support staff in the role of Sales Engineer that report directly to the VP, North America Sales. Sales Engineers lend technical assistance on Opportunities, and thus need to see Accounts and Opportunities owned by the salespeople under the VP, North America Sales. To do this, you would have a Sharing Rule as follows:









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