Atlas-Assistance-Dogs / atlas-dogs

Repository for Atlas Dogs flows in Salesforce
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492 sharing rules #509

Closed deb761 closed 6 months ago

deb761 commented 6 months ago

Critical Changes

Changes

Added relationship trigger that adds ShareWith to related contacts that match main contact. Added relationship object to Volunteer permission set.

Known bug where if position removed the ShareWith on related contact isn't removed.

Issues Closed

492

atlasjen commented 6 months ago

relationships that are created by the test user w/ volunteer permissions are visible. no other relationships are (and neither are contacts or accounts)

deb761 commented 6 months ago

I missed adding the sharing rules in post deploy.

deb761 commented 6 months ago

I have something that's working in a scratch org, but there's a bit of setup involved:

  1. Create Custom Setting "Atlas Settings"
  2. Update Sharing Settings for Contact and Lead
  3. Add a Sharing rule for group Volunteer that uses ShareWithVolunteer
  4. Add User User to Group "All"
  5. Create Volunteer User with Atlas Minimum Profile
  6. Add Volunteer to Volunteer Group
  7. Assign Atlas Base and Atlas Volunteer permission sets to your volunteer

I am setting up the deb sandbox for testing this.

atlasjen commented 6 months ago

more detailed setup notes: 1.Create Custom Setting "Atlas Settings" image

  1. Update Sharing Settings for Contact and Lead image 3.Add a Sharing rule for group Volunteer that uses ShareWithVolunteer image

4.Add User User to Group "All" image

5.Create Volunteer User with Atlas Minimum Profile

6.Add Volunteer to Volunteer Group image

7.Assign Atlas Base and Atlas Volunteer permission sets to your volunteer image

then open developer console from salesforce To set the fields, pull up a Developer Console, and Debug > Open Execute Anonymous and paste in the following. Then press execute.
Postinstall.setSharingFields();