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.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
