Hello Guys!
I have the following requirement::
I need to create a new security role. This security role should have the ability to assign the native opportunity entity record to anyone. However, there is a catch. There is a field in the opportunity record. Lets call it type and it has values A, B, C. You need to specify(business required) the type when you create a new opportunity record.
So , if the opportunity record is of say Type A, he should be able to assign the records to anyone. If it is not A, he should not be able to assign.
Another important factor is , the owner of the opportunity record will be different. So basically, only one user can create an opportunity record of type A. So the actual owner of the opportunity record and the person attempting to assign the opportunity record to someone else will always be different.
Any suggestions on how to implement this? Preferably a non-code based solution.
Thanks!









