Continuing on setting up security with for our example sales organization, let’s say that you have support staff in the role of Sales Engineer that report directly to the VP, North America Sales. Sales Engineers lend technical assistance on Opportunities, and thus need to see Accounts and Opportunities owned by the salespeople under the VP, North America Sales. To do this, you would have a Sharing Rule as follows:
Sharing Opportunities with Sales Engineer
Next up, sharing using Sales Teams
Back to Groups
For more on this topic, see our ShellBlack Whiteboard episode – Security Setup – OWDs, Sharing Rules and the Role Hierarchy.