Eschel Hamel - 4 months ago
Per Kayvaan's question (from six years go...):
If you had to choose just one, then I think the first would be preferred over the second.
Russ Feldman - 7 months ago
Just want to chime in here that Einstein Activity Capture improves on the sharing of emails a bit. You can have your default be Private, Everyone, or Shared with My (Public) Groups. This overwrites the default sharing for Emails and Events. https://help.salesforce.com/articleView?id=aac_share_with_everyone.htm&type=5
Martin Keating - 7 months ago
Pros/cons of having such such an enhanced/modified object... It's simple if you are on a security model where Accounts are private, but as soon as you want to be able to share accounts and/or opportunities, but not the contents of emails that are logged, you are dead in the water. Solutioning requires custom development that will introduce limitations.
Janette Mosher - 7 months ago
Yes this is needed. Additonally should be able to mark private/public at the task/event level.
Also the ability the add sharing rules to expand visibility for certain groups would be helpful. As it is Task are nearly unusable for our upper managment who want to record truely private events and followup task related to account/contacts many other people can see.
Nicole Dec - 8 months ago
I belive the right behavior is that the OWD for Activities if seleted PRIVATE - all activities including Events, Tasks, Log a Call, should all be PRIVATE to the owner of the activity only. It should not matter if the Accounts are Public/Read/Write.
For examle a Company with 227 users wants to share the Accounts to prevent duplicates, however there are multiple sub divisions and Sales teams working independently that should not SEE each others Activities.
If granted System Administrator permissions - yes they should see all.
Activities OWD permissions
Private - only the Owner of the actvity record can see it NO MATTER THE OBJECT SETTINGS
Read Only - then can see each others Activities but cannot edit
Read, Write, Edit - Full Visibility, ability to edit each others
In addtiion when it comes to the INDIVIDUAL users records - when assigned to a MANAGER - the manageer should be able to reports on their TEAMS actvities and see them.