Hi,
I've had a hunt on the forum as I'm sure this question has been answered many times, but if possible I'd like to confirm my understanding of the below scenario. Any help is appreciated :)
We are operating 8.2.2 on premise with a single business unit.
Our sales users own account records. Through security role we only allow them to see user owned account, case and opportunity records. We don't want them to see each others' accounts or associated records.
Our service users create and own cases that they work on.
Accounts do get re-assigned quite frequently, in these scenarios the account owner should change, but case owners should remain the same. Accordingly, configurable cascading is on and set to 'cascade none' on assign.
Our requirement is that we would like owners of accounts to be able to see all cases related to their accounts (via the customer field), however not see cases related to accounts which don't belong to them.
Is this possible out of the box?
I have looked at using a custom workflows to share the case record with the account owner on creation, and unshare it as required if the customer field is changed. Going down this route, I would also have to trigger a workflow on the change of an account owner to distribute a child workflow to all cases related to that account to share / un-share accordingly. My concern is that this will both inflate the POA table, and slow down the system as I have the 'unshare' workflow trigger in real time so I can pull the previous owner ID to unshare the record with (example workflow below).
Can anyone offer any advice on the best way to achieve this?
