I have a business case were the managers need to extract a report to identify the accounts and/or contacts group by user, where the user is either the owner of the record or the user to whom the record has been shared with. Please note that the records are visible by owner, that said, is a private model.
i.e
Contact A is owned by Sales Rep 1 (only that sales rep has visibility on it)
Sales Rep 1 shares contact A with the Sales Rep 2 granted read-only rights (now both Sales Rep 1 and Sales Rep 2 can see the record)
Both sales reps have the same manager
Manager wants to have a list grouped by sales rep to track which are the records they have to work on. Expected result should be as follows:
Sales Rep 1: Contact A, Contact M, Contact Z
Sales Rep 2: Contact A, Contact X, Contact L
Any help on how to achieve above will help me a lot!
You can create VIEW in the database (Access rights to Contact are stored in the table SysContactRight) and object based on that view. Then you can use this object for report or for tagging records.
A little bit more complicated situation is when record has access rights for group (e.g. All Employees). That means that this record is shared with more users and you need to calculatate all of them
You can create VIEW in the database (Access rights to Contact are stored in the table SysContactRight) and object based on that view. Then you can use this object for report or for tagging records.
A little bit more complicated situation is when record has access rights for group (e.g. All Employees). That means that this record is shared with more users and you need to calculatate all of them
