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Books of Business for Child Objects

edited Dec 5, 2012 3:37PM in CRM On Demand - Administration (MOSC) 1 commentAnswered ✓
Hello we are currently using books of business on the 'Opportunity' object.
We are introducing a custom object, and would like changes to the opportunity books to be replicated to the custom object.

Example:
  • Opportunity 1 is assigned to Book1.
  • I create a CO1 Record as a child to the Opportunity. The workflow assigns Book1 to the CO1 record
  • I then update Opportunity to be assigned Book2 also.

Without using integration events and webservices, if there a way of given users of Book2 access to the the CO1 record.


Any help would be appreciated.


Thanks

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