The needs exists to be able to Report on People that are shared to objects. This reporting would primarily be Related to Manual Sharing, as this is what needs to be duplicated.
The report would need to include User Information, Sharing Object Information, Share information. Ideally, it would allow for Custom Types in order to Take the User -> Contact -> Partner Account Information.
For our Purposes this could be manual Sharing either directly or through a Sales/Account Team.
We need to report on those people that have manually been added to an Object, so that we can A) Validate the correct Set and B) duplicate for follow on years. We HEAVILY use Sharing to Include Partner users on Custom Object to give them visibilty. Many of these Custom Objects have Yearly Version, so we would like a report to compare shares from Year 2008 to ensure that shares for year 2009 are set up correctly.
Sharing due to Ownership or Rules Setting are more at a global scale and not required for us. However, it including these shares, with the Reason they are shared, speeds up the implementation, that is fine. Then allow a filter to narrow down to the share type that the user in interested in.
2 Comments » Posted by MissouriAdmin
Posted 09/23/08
Categories: Partner Relationship Management, Sales Force Automation, Applications, Force.com Platform, Reports and Dashboards