10 Posts

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674 Points

Mon, Dec 31, 2018 7:52 AM

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Can record-level sharing be based on a specific field value?

Instead of using different role hierarchies and having to manually share records, is there a way to limit record visibility based on a CSM/Consultant/Rep field in the account in Salesforce? So Rep Jane Doe only sees the accounts where she is listed as a rep. I am familiar with Account and Opportunity teams in Salesforce. Is there no similar option in Gainsight?

To clarify, our records are created by sales first, with our CSM listed in a field. "This ensures that the records created by you are visible only to you (record owners), and those above your role in the hierarchies. " <- so this doesn't apply to our use case.