To control the access to data I’d like to have my teams only have edit access for objects they own. At the minute this is too onerous as if a member of staff is off, no one else can manage their Deals/Contacts etc. As a result I have to give everyone edit access to all records.
I feel an option to provide temporary edit access to a specific user’s records would be the perfect solution. E.g. User A is off, User B is responsible in their absence. Ideally set to run over a specific time period so it doesn’t need to be reviewed in the future.
The associated Sales Activities are logged against User B, but they have full access to User A’s records whilst they are off. User B would also see User A’s Deals and Tasks in their pipelines so that they wouldn’t need to spend any time figuring out workloads etc.