locked
how to share contacts when share accounts automatically RRS feed

  • Question

  • Hi,

    I want to share contacts of the account when share account automatically.   I have tried with following setting but did not work.  Please let me if there is any solution by using setup.

    Please find below screen-shot for sharing account to Pandarathil Noushad

    I need the sharing should also in related contacts. Please find below screen-shot,  I can find user Pandarathil Noushad here.  How we can automate this process. 

    I have done the following changes on Account - contact relationship, but it is not working.


    pnoushu@hotmail.com

    Monday, October 12, 2015 7:17 AM

All replies

  • Cascades like this will not show up in the sharing screen.  That screen is for explicit shares only. Cascades are recorded and handled behind the scenes with the Principal Object Access table. If you log into CRM using the user that you shared the account to you will be able to see the related contacts. 
    Monday, October 12, 2015 3:53 PM