On Lead object:
I would like to understand how Sharing rule works in my case. The following is my role hierarchy World Wide Sales -> Inside Sales WW -> BDR. If I create a sharing rule owner in Role, Roles and Internal Subordinates World Wide Sales share with role Inside Sales WW Lead Read/Write. My question is, will users with role BDR able to edit leads own by World Wide Sales?
Thanks
Best Answer
From the way you've shown it,
World Wide Sales
is at the top of a role hierarchy just aboveInside Sales WW
withBDR
at the bottom of the hierarchy as below.From Salesforce Help, Roles and Internal Subordinates means the following:
So the answer would be "yes", users with the Role BDR would potentially be able to edit records shared with users in the World Wide Sales Role. The appropriate way to handle this is to only add the specific roles or profiles to a sharing group that you want to extend the permissions on an object. Groups can be added to form larger groups to make it easier to extend permissions for an object.