Create account sharing rules based on user groups to override an account’s org-wide sharing settings. With account sharing, users can access supporting accounts within the same or a different sales org.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled |
| User Permissions Needed | |
|---|---|
| To create account sharing rules: |
CGCloud Business Admin OR CGCloud Retail Business Admin |
Make sure that you have:
- Installed the CGCloudAddOns add-on.
- Assigned field permissions on user profiles.
- Manually run the batch script for the AccountSharingCriterionBatch process.
- Created any necessary public groups.
Rules are defined on the Account object for each sales org.
- From Setup, in the Quick Find box, enter sharing, and select Sharing Settings.
- From the Manage Sharing Setting for: dropdown, select Accounts.
- Under sharing rules, click New.
- Enter the rule’s name.
- Select the record type as Based on Criteria.
- Select criteria as Sharing Criteria.
- Select the operator as equals.
- Select the sales org as value.
- Select any additional options necessary.
- Select the users to share the rules with.
- Save the changes.
Schedule the AccountSharingCriterionBatch batch process through an Apex class.