I have a field on the company and opportunity page where relevant account manager for a specific company or opportunity is mentioned. On CRM, we require a setup where incase i am tagged as an account manager for a specific account then i should automatically have edit & view access to all the opportunities created under that account.
Please advice on how do i create the above on CRM 2013.
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hi Bansari,
There are many ways to do it.
You can give a try with the below approach
1)write work flow to share the record(give read and write access) to the account manager on update of account manager field(on create if required).
2)since account and opportunity has parental relationship by default all the opportunities records will inherit the same access of the parent account.
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