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    Activity › Forums › Salesforce® Discussions › In how many ways we can share a record in Salesforce? Explain briefly.

    Tagged: Account Object, Criteria Based Sharing Rule, Manual Sharing, OWD, Read Only, Role Hierarchy, Salesforce Apex Sharing, Salesforce Records, Salesforce sObject

    • Salesforce® Discussions

      In how many ways we can share a record in Salesforce? Explain briefly.

      Posted by shradha jain on July 27, 2018 at 8:05 AM

      In how many ways we can share a record in Salesforce? Explain briefly.

      shariq replied 7 years, 3 months ago 3 Members · 2 Replies
      • Account Object
      • Criteria Based Sharing Rule
      • Manual Sharing
      • OWD
      • Read Only
      • Role Hierarchy
      • Salesforce Apex Sharing
      • Salesforce Records
      • Salesforce sObject
    • 2 Replies
    • Prachi

      Member
      July 27, 2018 at 9:18 AM

      Hello Shradha,

      Following are the ways we can share a record:

      Role Hierarchy:
      If we add a user to a role, the user is above in the role hierarchy will have read access.
      Setup -> manage users -> roles -> setup roles -> click on ‘add role’ -> provide name and save.

      OWD:
      Defines the base line setting for the organization.
      Defines the level of access to the user can see the other user’s record
      OWD can be Private, Public Read Only, Public Read and Write.
      Setup -> Security Controls -> sharing settings -> Click on ‘Edit’

      Manual Sharing:
      Manual Sharing is sharing a single record to single user or group of users.
      We can see this button detail page of the record and this is visible only when OWD setting is private.

      Criteria Based Sharing rules:
      If we want to share records based on condition like share records to group of users
      Whose criteria are country is India.
      Setup -> security controls -> sharing settings -> select the object and provide name and
      Conditions and save

      Apex sharing:
      Share object is available for every object (For Account object share object is AccountShare). If we want to share the records using apex we have to create a record to the share object.

      Thanks.

    • shariq

      Member
      September 18, 2018 at 11:27 PM

      Hi,

      20 Ways to Share Records in Salesforce

      If the Organization Wide Settings (OWD)  in your Salesforce Org is set to anything other than “Public Read/Write” for any of the standard or custom objects then it is more than likely that you will need to setup some sharing rules to share these records with other users. So what are the different ways to share records? Here is a checklist of all the different ways (20 that I could think of) in which you can share records in Salesforce. You can use this as a quick reference guide to help you determine which of these options will be most appropriate to meet your business requirements.

       

      Hope this helps.

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