Extending insight visibility with public groups and sharing rules
Key Takeaway
Territory-based sharing covers peers automatically. To reach anyone else, such as leadership, create a public group whose members are defined by role, then create a sharing rule that targets that group.
Medical Insights sharing controls who can see the insights that users such as medical science liaisons log. Visibility has two layers. The first layer is automated territory-based sharing, which supports local, peer-to-peer collaboration. The second layer is platform-level customization with standard Salesforce public groups and sharing rules. This second layer extends visibility to people outside the territory, such as cross-functional teams or leadership, and it handles restricted data.
Automated territory-based sharing
The first layer comes from the MedicalInsightSharingHandler trigger handler. When the handler is turned on, it gives read access on every new insight to other users who have the same territory and profile as the record creator. A medical science liaison's territory teammates therefore see a new insight without anyone sharing it manually.
The handler runs only when an insight is first created, so the sharing is point-in-time. A user who is reassigned to a new territory keeps access to insights from the old territory. The same user does not gain access to historical insights in the new territory. Fixing access after a reassignment requires a manual realignment or batch job update.
Jonas and Ana are medical science liaisons with the same profile in the Northeast territory. Jonas logs an insight after an advisory board meeting, and Ana gets read access to it automatically. Later, Ana moves to the Southeast territory. She can still read Jonas's Northeast insight. She can't see the insights her new Southeast teammates logged before she arrived until someone runs a manual realignment or batch job update.
Turn off the MedicalInsightSharingHandler trigger handler when an organization needs sharing settings specific to its own requirements.