Adding a child record to a record shared with an access team

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Posted on by Steven Fayers

I can see the cascade option for share and unshare in a relationship between two records. So if I share an account record with an access team it shares all the child records associated with that account. If, after sharing, I add a new child record to that account, will it be shared automatically?

Thanks

Steven

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LuHao 40,888 on at

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RE: Adding a child record to a record shared with an access team

Hi Steven,

Yes, the new child record will be shared automatically.

Here is my test.

I created an Account and 3 Contacts with the system administrator, and shared this Account with an Access Team.

The salesperson of the Access Team can only see 3 Contacts related to this Account.

Then I added a new Contact for this Account with the system administrator, and the salesperson can see the new Contact.