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Nikita Dyadya 3 Sharing rules for Account and User
Hello. I need your help.
I have 2 standard objects (Accounts and Users) and the Territory object. Accounts and Users have a lookup to the Territory. I need to display the user only accounts from his territory. How correctly to setup sharing rules?
Thank you
I have 2 standard objects (Accounts and Users) and the Territory object. Accounts and Users have a lookup to the Territory. I need to display the user only accounts from his territory. How correctly to setup sharing rules?
Thank you
You can create sharing rule from OWD setup Page.
Create Criteria sharing rule for account.
Define criteria and other details.