Task

Custom Fields

Task Record Sharing

Tasks are related to locations through the custom lookup field, wkcc__Location__c. Tasks are visible to the users they’re assigned to. You can share tasks with more users in one of the following ways.

• Use role hierarchy. Set up role hierarchy and assign users to roles. Ensure that users who create tasks are added to the lowest level role. That way, all users in higher roles have access to all tasks. For example, say you create a role for the global operations manager with a user. Beneath this role, you add two regional roles with users: one for the West coast operations manager and one for the East coast operations manager. The global operations manager can access all tasks, and each regional manager can access only the tasks under their hierarchy. For more information, see User Role Hierarchy in Salesforce Help.
• Assign tasks to a queue. Create a queue and add the users who manage tasks to it. When creating a task, set the Assigned To (Task.OwnerId) field to the queue. That way, all users in the queue can see the tasks in the Operations Feed. Ensure that users don’t assign tasks to themselves and that the tasks remain assigned to the queue. You can use Flow Builder to automate task assignment to a queue for tasks with an action category. For more information about queues, see Set Up Queues in Salesforce Help. In SOAP API, a queue corresponds to the Group object with the Type set to Queue. See Group in the Object Reference for Salesforce and Lightning Platform. For more information about flows, see Flow Builder in Salesforce Help.