Restrict CSMs to only see the accounts they are assigned


A request came through in support to restrict CSMs in a way that only see the accounts they are assigned to in both the C360s as well as reporting and dashboards.

 

I know the latter can be accomplished through various filtering but this request goes beyond that to C360s. As far as I can tell through testing, there is no way to accomplish this.

I assume someone has security concerns, but how would they expect to have someone cover for another CSM when necessary?


I was able to accomplish this using Sharing Settings:

 


Here’s a tutorial I put together to solve this use case: