Account Sharing

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

An account can be a wholesaler, payer, payee, delivery recipient, or bill-to with other accounts within the same sales org. Such relationships for an account are identified using these objects:

• Customer Relationship (cgcloud__Account_Relationship__c)
• Trade Org Hierarchy (cgcloud__Account_Trade_Org_Hierarchy__c)

Users can view the trade org hierarchies and customer relationships in the related list of an account.

In general, a user can access the accounts of account teams that the user is a part of. To group and access supporting accounts based on roles or user groups, install the account sharing add-on and make the supporting accounts visible to the user by creating account sharing rules.

During the installation of the account sharing add-on, a field to support account sharing is created.

The Sharing_Criterion__c field created on the Account object identifies the supporting accounts. If the Sharing_Criterion__c field is empty, the account isn’t playing a special account role, such as Wholesaler or Payer. If the Sharing_Criterion__c field has a sales org value, then the account is a supporting account with a specific account role within the sales org.

The AccountSharingCriterionBatch batch process autofills the new fields based on the defined sharing rule. It indicates the sales org whose accounts can be accessed. When a new relationship is established, the Sharing Criterion field is updated automatically. When an existing relationship is removed, the subsequent batch run unflags the Sharing Criterion field. Run a batch weekly to keep the database clean.

• Install the Account Sharing Add-On
  Download and install the CGCloudAddOns file from the add-on repository.
• Manage the Field Permissions on a User Profile
  Update the field permissions on the Accounts object.
• 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.
• Run the Account Sharing Batch Script
  Run the account-sharing batch script manually to update the Sharing Criterion field values in the database.
• Create Account Sharing Rules
  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.
• Schedule an Apex Class for the Account Sharing Batch Process
  Schedule an Apex class to run the account sharing batch process and make the supporting accounts—Wholesaler, Distributor, or Payer—visible to users.