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#1933 - Understanding on Lead Convert and Security Groups Functoning
Below is the scenario encountered. Would need a clarification and understanding for the same. Please find details below.
Security Suite Settings.
• Strict Rights – Checked
• User Role Precedence – Checked
• Use Creator Group Select – Checked
• Inherit from Created by User – Checked
• Inherit from Parent Record – Checked
User XX Belongs to Group A, B, C. Group A is primary group and Group B, Group C are inheritable as Non Inheritable box is not checked. The reason we want it this way is so the user XX can have a group select box while creating records.
User XX creates a lead and selects group B from the use creator group select box and saves the lead. Now the lead has only one security group B. Now the user converts the lead into contact and account. But the contact and account now holds all three groups A, B and C.
Based on the understanding and the comments I read “Use Creator Group Select” will by-pass the “inherit from created by user” setting. Hence while creating only the selected group is assigned to the lead.
When the “inherit from parent record” is set it will override the “inherit from created by user” settings. The contact and account being child record and lead being parent record , the contact and account should inherit the group of the lead which is group B. But instead group A, B and C are assigned to contact and Account which I feel violates the rule where “inherit from parent record will override inherit from created by user “
User XX creates a Lead and selects group B from the list of 3 groups in the box. When he converts the lead , the contact and account should have the same group B as lead. Please help us on how to achieve this.
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