QUESTION:
Can I use DemandTools to create manual sharing records?
ANSWER:
Yes. The MassEffect module can be used to insert records into the {Object}Share table (i.e. AccountShare, OpportunityShare etc.).
Here are the steps:
- First export the {Object} records that you wish to add the manual shares to. Right click on the Table name to export it. The {Object} Id will automatically be exported but you may want to export a few other fields just to verify you are getting the correct subset of records.
- Add columns to the excel spreadsheet for the UserID (for the user to be added), Account, Contact, Opportunity and Case Access Levels depending on the {Object} you are adding the shares for (or you can use our "Add Constant" options for these fields).
- Use MassEffect to Insert records into the {Object}Share table. Either auto-map all the fields (if they have all been added to the input file) or auto-map the {Object} ID and User ID, then use "Add Constant" to hard code the remaining fields EXCEPT the "Row Cause" field, leave this blank. When left blank it auto populates to "Manual". if you try to manually set it to "manual" (or any other value) you will get the following error:
- Message: field integrity exception: RowCause (cannot insert sharing row with this cause) Status code: 93
NOTE: DO NOT select "All" as an access level. This does show as a picklist value for access level, but it is reserved for the actual {Object} Owner ONLY.
