Books of Business for Child Objects
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:
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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