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How to implement Team-based views?

Question asked by Damien Pochon on Nov 21, 2019
Latest reply on Nov 21, 2019 by André Lopes

Dear community,

One of our customers is restructuring his sales organisation with slightly specific rules of engagement: one sales team may have access to records from another team, but not to all of the fields in these records. 

Example :

Account viewed by a member of Team A, owner of the record: 

  • Company name : ITS4U
  • Company address : 136...
  • Company status: Prospect
  • Company staff: 65

etc. 

 

Account viewed by a member of Team B: 

  • Company name : ITS4U
  • Company address : 136...
  • Company status: (Hidden)
  • Company staff: (hidden)

 

We're aware that the standard is role-based views, not team-based. But roles won't make the trick here. 

We could also alter the record view, but that would not prevent users from accessing the info via reports or, probably, the mobile application. 

 

Any idea on how to approach this without creating duplicate records or a second Account entity?

 

Cheers,

Damien

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