Sharing Settings for Lookup Relationships like Controlled by Parent - Ideas - Salesforce Trailblazer Community
Trailblazer Community

All Ideas

Idea Details

Post an Idea
790  Points
Idea has been posted. Give it an upvote or downvote.

Sharing Settings for Lookup Relationships like Controlled by Parent

Accounts & Contacts

One of the benefits of Master-Detail relationships is the ability to set the Sharing Settings so that child records inherit visibility from their parent (e.g. an Account Owner can see all Opps on the Account even if the Account Owner doesn't own the Opp).  I would love to see this work for Lookup Relationships too.

There are situations where a child object isn't required to be associated to another object (which means we have to use Lookup and we can't use Master-Detail because a Parent relationship is always required for a Master-Detail relationship), but when it is, we would like to inherit visibility from that Lookup relationship.  So if a Child Object is related to Account via Lookup, I'd like that Child's visibility to be determined by who has visibility to the Account.  Without this, the only option is Apex Managed Sharing which is complex (i.e. expensive).

Merge Idea · Flag

  • Upvotes
  • Downvotes



from AppExchange

Help us to keep IdeaExchange clean by pointing out overlapping ideas. We'll investigate your suggestion and merge the ideas if it makes sense.



Thanks for your merge suggestion. We will review it shortly and merge the ideas if applicable.

Salesforce takes abuse situations very seriously. Examples of abuse include but are not limited to posting of offensive language or fraudulent statements. To help us process your request as quickly as possible, please fill out the form below describing the situation. For privacy and security reasons, the final outcome of an abuse case may not be revealed to the person who reported it.


Thank you for your feedback. We take abuse seriously and will investigate this issue and take appropriate action.