Wednesday, April 11, 2018

Multiple Organizaton

1) Create Role hierarchy for each organization.
2) Make all custom and standard objects Private to make inaccessible to users from another organization.
3) Created new Account Record Type - Organization. Create new Records with this record Type for all organizations.
4) For Reports create custom field "Organization" on Opportunity and "Company" on User. Here we write down the organization name to which the user belongs. The value entered in the field must match the account name for the corresponding organization.
5) Create trigger which will fill out "Organization" field on Opportunity regard of User's Company.

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