Activity Forums Salesforce Questions and Answers What are the types of Sharing Rules in Salesforce?

  • What are the types of Sharing Rules in Salesforce?

  • Shweta

    Member
    June 30, 2020 at 2:59 pm

    What are the types of Sharing Rules in Salesforce?

  • Deepak

    Member
    June 30, 2020 at 5:40 pm

    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.
    Note

  • Pooja

    Member
    July 1, 2020 at 6:47 am

    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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