Sharing Rules Best Practice

[ChrisNoe]

I am working on a PRM implementation and have a question regarding sharing rules.  We have updated the org wide sharing model to private for Accounts, Leads, Opportunities, and Cases to support the PRM rollout.  Our client would like the sharing model opened up so that users within a partner account can see each others Leads, Accounts, Opportunities, and Cases.  

For example, within Company X we have User Y and User Z.  User Z should be able to see all Accounts owned by User Y and vice versa.  These users are both in the same role (Company X Partner User).

In order to implement the sharing logic above, I created the following Account sharing rule:

Owned By: Portal Role and Subordinates Company X Partner Executive

Shared With: Portal Role and Subordinates Company X Partner Executive

Two Questions:

1.) Is this the most effective way to open up the sharing model among partner users under the same account?

2.) Can this be automated with an Apex trigger whereby the sharing rule is automatically created when an Account is "Enabled as Partner" account?

Thank you,

Chris

[Andrew ODriscol]

Chris

We see this a lot at our customers, and I have the following comments:

The sharing rule approach is ok if you are doing it for just a few partner accounts, but becomes a little unruly if have to do it for all your partner accounts since the sharing rule page becomes long and there is a limit to the # of sharing rules you can create. The bigger issue is that the account share does not open up leads owned by partner users so you would have to create a lead share also.

The Apex approach works but you need to do it when the first user is set up since that is when the roles are set up and not when the account is enabled as partner. Again this only covers cases, oppty, account and contact and you would need a trigger to create a share when a lead (or any other object) is owned by a partner. Feel free to reach out to me as we have solved this. 

Apprivo