How to configure Security: Sharing Rules

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:

Sharing Opportunities with Sales Engineer

Sharing Opportunities with Sales Engineer

Next up, sharing using Sales Teams

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For more on this topic, see our ShellBlack Whiteboard episode – Security Setup – OWDs, Sharing Rules and the Role Hierarchy.

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