Comments on: How to restrict access to specific Salesforce Roles [you actually can’t – but here’s how to do it] http://forcecertified.com/2009/07/01/how-to-restrict-access-to-specific-salesforce-roles-you-actually-cant-but-heres-how-to-do-it/ A free resource for Salesforce.com certification Thu, 29 Jul 2010 20:09:41 -0700 http://wordpress.org/?v=abc hourly 1 By: ForceCertified.com http://forcecertified.com/2009/07/01/how-to-restrict-access-to-specific-salesforce-roles-you-actually-cant-but-heres-how-to-do-it/comment-page-1/#comment-131 ForceCertified.com Wed, 19 Aug 2009 20:51:08 +0000 http://forcecertified.wordpress.com/2009/07/01/how-to-restrict-access-to-specific-salesforce-roles-you-actually-cant-but-heres-how-to-do-it/#comment-131 Sharing rules can accomplish sharing via record owner, so issue A is no problem. For issue B, sharing rules would not work. I haven't personally implemented it, but I believe territory management is precisely what you're looking for. Cheers, John Sharing rules can accomplish sharing via record owner, so issue A is no problem.

For issue B, sharing rules would not work. I haven’t personally implemented it, but I believe territory management is precisely what you’re looking for.

Cheers,
John

]]> By: Suma http://forcecertified.com/2009/07/01/how-to-restrict-access-to-specific-salesforce-roles-you-actually-cant-but-heres-how-to-do-it/comment-page-1/#comment-132 Suma Wed, 19 Aug 2009 20:27:47 +0000 http://forcecertified.wordpress.com/2009/07/01/how-to-restrict-access-to-specific-salesforce-roles-you-actually-cant-but-heres-how-to-do-it/#comment-132 Hi there, In one of the situation a new user - John Krohn, should be given access to Lead Records where County = Northern Region AND Lead Owner = Maya Sheritt. Notice, I am trying to give to fulfill 2 goals:- a) John Krohn access to those LEAD Records where he is not the Lead Owner. Is that possible? b) John Krohn, should also get access to those lead where he is not the LEAD OWNER *AND* where the County = Northern Region. Is this possible using Sharing Rules? Thanks Hi there,

In one of the situation a new user – John Krohn, should be given access to Lead Records where County = Northern Region AND Lead Owner = Maya Sheritt.

Notice, I am trying to give to fulfill 2 goals:-
a) John Krohn access to those LEAD Records where he is not the Lead Owner. Is that possible?

b) John Krohn, should also get access to those lead where he is not the LEAD OWNER *AND* where the County = Northern Region.

Is this possible using Sharing Rules?

Thanks

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