Activity Forums Salesforce® Discussions What is Salesforce apex managed sharing?


    April 27, 2018 at 11:13 am

    What is apex manage sharing?

  • Manpreet

    April 27, 2018 at 11:14 am

    Hi pranav,

    Apex managed sharing is a type of "Programatic Sharing" which allows you to define a custom sharing reason to associate with your programatic share. Standard Salesforce objects support "Programatic Sharing" while custom objects support Apex managed sharing. More specifically, object shares can be written to both standard and custom objects, however custom sharing reasons can only be defined for shares written to custom objects.
    apex manage sharing is used for custom objects as we can define apex sharing reason for custom objects. For standard object, apex sharing reason will be “Mannual”.
    Salesforce create share table for all objects for which OWD is either public read only or Private. For standard object, share table name is table name followed by share word. For example: AccountShare, ContactShare, CaseShare
    For custom object, it is followed by __share. For example : For Position__c, share table name is Position__share.


  • Aman

    May 1, 2018 at 9:46 am

    Hi Pranav,

    Sharing enables record-level access control for all custom objects, as well as many standard objects (such as Account, Contact, Opportunity and Case). Administrators first set an object’s organization-wide default sharing access level, and then grant additional access based on record ownership, the role hierarchy, sharing rules, and manual sharing. Developers can then use Apex managed sharing to grant additional access programmatically with Apex.
    Most sharing for a record is maintained in a related sharing object, similar to an access control list (ACL) found in other platforms.

    Types of Sharing
    Salesforce has the following types of sharing: Managed Sharing managed sharing involves sharing access granted by based on record ownership, the role hierarchy, and sharing rules:Record Ownership
    Each record is owned by a user or optionally a queue for custom objects, cases and leads. The record owner is automatically granted Full Access, allowing them to view, edit, transfer, share, and delete the record.
    Role Hierarchy
    The role hierarchy enables users above another user in the hierarchy to have the same level of access to records owned by or shared with users below. Consequently, users above a record owner in the role hierarchy are also implicitly granted Full Access to the record, though this behavior can be disabled for specific custom objects. The role hierarchy is not maintained with sharing records. Instead, role hierarchy access is derived at runtime. For more information, see “Controlling Access Using Hierarchies” in the Salesforce online help.
    Sharing Rules
    Sharing rules are used by administrators to automatically grant users within a given group or role access to records owned by a specific group of users. Sharing rules cannot be added to a package and cannot be used to support sharing logic for apps installed from AppExchange.Sharing rules can be based on record ownership or other criteria. You can’t use Apex to create criteria-based sharing rules. Also, criteria-based sharing cannot be tested using Apex.
    All implicit sharing added by managed sharing cannot be altered directly using the Salesforce user interface, SOAP API, or Apex.
    User Managed Sharing, also known as Manual Sharing
    User managed sharing allows the record owner or any user with Full Access to a record to share the record with a user or group of users. This is generally done by an end user, for a single record. Only the record owner and users above the owner in the role hierarchy are granted Full Access to the record. It is not possible to grant other users Full Access. Users with the “Modify All” object-level permission for the given object or the “Modify All Data” permission can also manually share a record. User managed sharing is removed when the record owner changes or when the access granted in the sharing does not grant additional access beyond the object's organization-wide sharing default access level.
    Apex Managed Sharing
    Apex managed sharing provides developers with the ability to support an application’s particular sharing requirements programmatically through Apex or the SOAP API. This type of sharing is similar to managed sharing. Only users with “Modify All Data” permission can add or change Apex managed sharing on a record. Apex managed sharing is maintained across record owner changes.


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