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CRM - Account Views - Ability to give access by a method other than by profile

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2 comments

  • Official comment
    Camila Muse

    Hi John and Scott,

    Thank you for your input. We agree that sharing Account Views through Sharing Rules is a good enhancement. We have put this under consideration in our roadmap but it is not currently targeted for release.

    In the meantime, have you considered changing the View_vod object's sharing to Private and creating Sharing Rules for public groups based on a custom field? I understand that the end-user experience for whoever is creating the views is less than ideal but it could serve as a workaround for the issue until the enhancement is out.

     

    Please let me know if you have any additional comments or if you want to go over the workaround more thoroughly.

    Thanks,

    Camila

  • Scott Eaves

    I second this request. 

    Account Views are among the most inflexible functions to manage. 

    0

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