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What are the types of Sharing Rules in Salesforce?
Posted by Shweta on June 30, 2020 at 2:59 PMWhat are the types of Sharing Rules in Salesforce?
Pooja replied 5 years, 11 months ago 3 Members · 2 Replies -
2 Replies
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Owner-Based Sharing Rules
An owner-based sharing rule opens access to records owned by certain users. For example, a company’s sales managers need to see opportunities owned by sales managers in a different region. The U.S. sales manager could give the APAC sales manager access to the opportunities owned by the U.S. team using owner-based sharing.
Criteria-Based Sharing Rules
A criteria-based sharing rule determines with whom to share records based on field values. For example, you have a custom object for job applications, with a custom picklist field named “Department.” A criteria-based sharing rule could share all job applications in which the Department field is set to “IT” with all IT managers in your organization.
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Owner-Based Sharing Rules
An owner-based sharing rule opens access to records owned by certain users. For example, a company’s sales managers need to see opportunities owned by sales managers in a different region. The U.S. sales manager could give the APAC sales manager access to the opportunities owned by the U.S. team using owner-based sharing.
Criteria-Based Sharing Rules
A criteria-based sharing rule determines with whom to share records based on field values.
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