Hello!
I need to create sharing rules for different teams based on a related module of the record.
The scenario is like this:
There are two main kind of services that our company offers, and there's a Sales team assign to each service. So there are two teams, each one has a manager and some salespersons.
Also, I have a custom module that lists the services and the other modules are related to it, through a lookup field.
The records from leads, contacts, deals, products and quotes related to a specific Service, should not be shared with the Team that doesn't has it assigned.
So, I know that the sharing rules are based on Groups and Roles. But, is there a way to do it based on the service related to the record?
Hope I was clear.
thank you all
Regards!