Winning Record A ("Customer DM" recordtype) has sharing granted to a set of 5 roles
Losing Record B ("Customer CRM" recordtype) has sharing granted to a Role "Director de CSO" and a Public Group "CSO Back Office" as well and these two sharing settings are not present on Record A.
Upon Merge, we should assign the Sharing Settings on Losing Record B to the Winning Record A.
This way all users who had access to Record B, will have access on Merged Record A.
How can we achieve this, can we handle this case by providing extension to default feature.
afawcett
commented
10 years ago
Winning Record A ("Customer DM" recordtype) has sharing granted to a set of 5 roles Losing Record B ("Customer CRM" recordtype) has sharing granted to a Role "Director de CSO" and a Public Group "CSO Back Office" as well and these two sharing settings are not present on Record A. Upon Merge, we should assign the Sharing Settings on Losing Record B to the Winning Record A. This way all users who had access to Record B, will have access on Merged Record A.
How can we achieve this, can we handle this case by providing extension to default feature.