Solved: RLS in Opportunity and Account (CRM) - Page 2

rommel20 · ‎08-03-2017

Hi Team,

I need to filter Data in Opportunity using RLS based on its role.

user: tesuser1

Business Unit : Group1

RLS : domainname = username()

*Group1 may contain more than 1 user

Requirement: (need to satisfy both requirements)

Opportunity Data where business unit is business unit log in user

Opportunity Data where Parent Account Owner is login user

I only created the first requirement using

SystemUser --> Business Unit (get business unit) ---> Opportunity

My problem is 2nd Requirement because in RLS, Union and Merge is not working (regardless who is the user)

*already tried

SystemUser --> Business Unit (get business unit) ---> Opportunity (Id)

SystemUser --> Account ---> Opportunity (Id), then merge both or new table then UNION

Please advice.

rommel20 · ‎08-13-2017

I was able to resolved the problem using Manage Role, which create another problem.

Level 1: see all data (no problem)

Level 2: Same with Level 3 but Business Unit will get the Parent and Child

Level 3: Resolve (below)

RLS in Opportunity and Account (CRM)