Hello,
INFORMATION
For most of our security roles, we restrict to user-owned security.
However, on opportunities, we have a related table/entity to assign team members to the opportunity.
Assigning users to the team members grid on the opportunity does not give visibility to the opportunity because they do not own the opportunity.
I cannot achieve this through access teams as the users needing visibility to opportunities dynamically change based on the opportunity.
NEED
- If a user is listed in the sub-grid on the opportunity they need visibility to the opportunity.
- Ideally, this is achieved by a Flow that gives them Share visiblity to read/write.
- I cannot use a plug-in.
- I'm open to programmatically, but hoping someone has some guidance.
Thank you in advance for any guidance.
