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            Create Sharing Rules for Advanced Account Forecasting

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            Create Sharing Rules for Advanced Account Forecasting

            Define sharing rules to give users, such as regional managers and account managers, access to Advanced Account Forecast Set Use and forecast fact records. Sharing rules extend your organization-wide default settings. You can create rules based on the record owner or other criteria.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To create sharing rules: Manage Sharing

            To create a sharing rule based on record ownership by a public group, first create the group. Likewise, to create a rule based on record ownership by a role, first create the roles and role hierarchy.

            You can give your account managers and regional managers different levels of access for forecast measures. For example, provide edit access to regional managers for all the quantity and revenue measures. And restrict access to account managers to view or edit the fields that contain forecast data that the regional manager modified.

            1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
            2. In the Advanced Account Forecast Set Use Sharing Rules section, click New.
            3. Enter a rule name, label, and description.
            4. Select a rule type.
            5. Specify the users that can access records.
            6. Specify the level of access for the users.
            7. Similarly, create sharing rules for the forecast fact object.
            Example
            Example

            Sample sharing rule based on record owner and group: To allow all users that belong to the Account Managers public group to view each other’s Advanced Account Forecast Set Use records, specify these values.

            • Rule Type: Based on Record Owner
            • Advanced Account Forecast Set Use: owned by members of: Public Groups: Account Managers
            • Share with: Public Groups: Account Managers
            • Access Level: Read Only

            Sample sharing rule based on record Owner and role: In this example, this role hierarchy is used.

            • VP Sales (Global)
              • VP Sales (APAC)
                • Regional Manager Sales (APAC)
                  • Account Manager Sales (APAC)

            To allow all users with the Regional Manager Sales (APAC) role to view each other’s Advanced Account Forecast Set Use records, specify these values.

            • Rule Type: Based on Record Owner
            • Advanced Account Forecast Set Use: owned by members of: Roles: Regional Managers APAC (Sales)
            • Share with: Public Groups: Roles: Regional Managers APAC (Sales)
            • Access Level: Read Only

            In this rule, the roles that are above Regional Manager Sales (APAC) in the hierarchy can also view the records. However, users with the Account Manager Sales (APAC) role can’t view the records that the roles above them own.

            See Also

             
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