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Hello! I have a situation where Accounts are owned by Teams, as are most of their child entities. But the requirement is that Activities, Opportunities & a custom entity ("Participants") must be owned by the User. But then all Activity, Oppy, and Participant records should be viewable & editable by anyone on the user's team.
I'm trying to figure out the best way to accomplish this.
-If Security Roles had an access level of Team, that would solve my problem. I can't convert the teams to Business Units and use the BU access level because there are way too many teams (42).
-An access team sub grid won't work bc you can't add a team. Can't have a user update the team because this needs to be done automatically.
-The only other option I can think of is Sharing, and while I don't like the impact to the PoA table, even this isn't an option bc you can't share via workflow (that I know of). And won't work to have a user doing the sharing...all records need to be "shared" as they're created or record owner is reassigned.
I'm hoping there's some obvious answer that I am missing?!?!
you may consider the "share record with team" (4) capability of Demian's Workflow Tools, but as a third party solution.
You can trigger workflow to run on record creation.
Hope this helps.
Hi Natasa and thanks for your response. It was looking good until I realized it wouldn't be dynamically updated as a user's team(s) changes. Looks like we'd have to account for setting the teams for every single user, then keep that updated as teams for all users changed. Unfortunately that is too many users & teams and wouldn't work. Was hoping for something to work similarly to privileges in security roles - it shares with the owning user's team(s), regardless of which teams those are/as they change.
Thank you again!
Hello again,you could try modify workflow's properties as to add dynamics values, like
or (if this is not solving your case) try to create another "user/team" lookup field, in order to store the desired value and pass it to the above workflow.
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