• #61524
    Salesforce | Laveena Laveena #2
    Forcetalks

    What is manual sharing in Salesforce?

    What is manual sharing in Salesforce?

    #61526
    Salesforce | Nikita Nikita #1
    Forcetalks

    Hi Laveena,

    Manual sharing is sharing via a button on the record. This is only available to the record owner or users above that user in the hierarchy. For example, if the record is only visible by me as the owner but I need to give access to someone else to review the opportunity for example, I can grant them access using this button.

    Thanks

    #61531
    Salesforce | Achintya Achintya #3
    Forcetalks

    Manual sharing allows users to grant one-off access to their individual records for users, roles, and public groups.

    Manual sharing is available:
    To the record owners, their managers in the role hierarchy, and administrators.
    For objects set as public read-only or private in organization-wide defaults.
    1. Click the “Sharing” button.

    2. Click the “Add” button.

    3. Select the users and access.

    The users who can manually share records are

    1. Record Owner.
    2. Administrator.
    3. The user above the role of the Record Owner’s role.

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