Transferring ownership of an account is quite common in the company.
If we change the owner of an account, for historical reason, the opportunity owner should be maintain, and that's ok we can do that.
However from a Salesforce point of view, if you are the owner of the opportunity, you can automatically see the account, it's called Associated record owner or sharing. That's an issue for us.
I try to delete the sharing manually through the Sharing Screen but I'm getting the following error:
Sharing cannot be deleted This sharing access cannot be deleted due to
one of the following reasons:
- The user owns or has manually been granted access to one or more records associated with this account.
- The group has access to one or more of the contacts, opportunities, or cases on this account due to a sharing rule.
- The user is a contact on an associated case.
Users and groups must have at least "Read Only" access to any account
where they own or have sharing access to an associated record (for
example, contacts, opportunities, or cases)
How can we restrict the visibility of the account in this particular scenario ?
Best Answer
You can't restrict access. It's called Implicit Sharing. You'd have to remove the account from the opportunity entirely, or switch the opportunity to a new account. You can read more about it under the Built-In Sharing Behavior help topic.