Just like Account, Case and Opportunity teams, do you(or your end users) miss the team based record sharing when working with custom objects? Well, you as an admin can change that because you now possess a superpower within you called FLOWS!
I recently did a session at New Delhi Salesforce Dev Group on how you can use flows to implement a team based sharing model.
Here’s the recording of the session:
[UPDATE July 2020]
Screenshot of ‘Delete Review Share Record’ element.
[Update November 2020]
With the announcement of Before Delete trigger in flows, instead of using the Active checkbox to unshare the record, you can simply create a RecordTriggered(on Before delete event) flow and delete the record from the “Share” object.
Hope you enjoy watching it! Catch you in the next one! ✌
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Hi Narender,
Thank you very much for this nice tutorial, i got it all working accept when unticking the active checkbox, the share record will be deleted but if i use the developer console to check then the record is still shared with that user.
Could you share the Delete component from your flow? I think i have made an error in there but i can’t figure out what exactly.
Also as last comment, and you did mention this, but if someone gets this error :
” FIELD_INTEGRITY_EXCEPTION: field integrity exception: AccessLevel (trivial share level Edit, for organization with default level Edit) ”
Then the solution lies into making the OWD settings private for your parent Object. (it was in my case Public read/write
Here is the article that explains that: https://help.salesforce.com/articleView?id=000317751&type=1&mode=1
Best
Jérôme
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Hey Jerome.
I added the screenshot of the Delete Share record element, as requested.
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HI,
Will you update the flow now that delete flow is available?
I guess it will we then the perfect match for apex (since you don’t need that active checkbox anymore)
is that correct?
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Yes, thank you. Great suggestion!
I’ll put an update in the flow.
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