User Grouping for Account Sharing Rules

Define account sharing rules for a set of users, such as public groups, or users based on the role, such as directors or sales reps.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

You can group users using one of these options:

  • User Role Hierarchy: Determines the role a user must have for accessing the additional accounts that the user isn’t a manager for. The defined roles must be sales org-dependent.
  • Public Groups: Manually maintained groups of users that are sales org-dependent. Users of only one sales org can be configured in one group.