March 2020
Beginner to intermediate
426 pages
13h 11m
English
This setting is used to share records with the original owners after they are assigned to another user. For example, let's say you are working with one lead record, and now this lead is passed to another salesperson. By default, you won't be able to see this lead anymore if you have user-level permissions (which means you can only access records that are created by you, assigned to you, or shared with you). You can only access this lead when it is shared with you. This option allows us to share records automatically with the original user when the records are assigned to another user. By default, this option is disabled. The following screenshot explains different options available ...
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