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Thursday, June 27, 2013

Salesforce: Contact, Opportunity, Case access

We discussed Account sharing rule related to Contact, Opportunity, and Case in the previous blog.

Another area needs to take note related to this, is default Contact, Opportunity, Case Access setting in Role Hierarchy. Go to Setup - Manage Users - Roles and click on any role, you will see Contact, Opportunity, Case Access related to Account.

So, how this work and what is the difference with Account OWD sharing rule related to Contact, Opportunity, and Case?



In the Role Hierarchy access setup, we define user visibility and edit permission to all Contact, Opportunity, and Case access related to Account. If a user in the role owned an Account, can the user view or edit Contact, Opportunity, and Case tag to that account? So, this is not related to access permission to records under role-subordinates.

While in Account sharing rule, although it is almost similar, but sharing rule in Account is beyond default access, it is to share account from a role/group to other role/groups, including access (view or edit) Contact, Opportunity, Case related to Account.

Hope this explaining :)

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