• #39031
     Prachi #5
    Forcetalks

    What is the sharing rule?

    What is the sharing rule?

    #39057
    Forcetalks

    Hello,

    If we need to grant access to specific data to specific users who are not able to access the required data because of their roles. For example, to see the case history when a user has only access to the current case details. In such scenarios, we take help of sharing rules. Through this mechanism, we create a public group which will accommodate all the users who need such an exception and then adds sharing rules to such a group.

    Hope this will help.

    Thanks.

    #39063
     Anjali #6
    Forcetalks

    Hi prachi,

    Sharing Rules are used to configure data sharing rules across users in a role hierarchy. Sharing Rules in Salesforce make automatic exceptions to your organization wide sharing settings for defined set of users.

    Using Sharing Rules in Salesforce we can extend sharing access to user in public groups, roles or territories.
    Sharing rules can never be stricter than Organization wide default settings.

    #39111
    Forcetalks

    Hi,

    Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules can never be stricter than your organization-wide default settings. They simply allow greater access for particular users.

    You can create these types of sharing rules.

    • Account sharing rules
    • Account territory sharing rules
    • Asset sharing rules
    • Campaign sharing rules
    • Case sharing rules
    • Contact sharing rules
    • Custom object sharing rules
    • Data privacy sharing rules
    • Flow interview sharing rules
    • Lead sharing rules
    • Location sharing rules
    • Opportunity sharing rules
    • Order sharing rules
    • Product item sharing rules
    • Product request sharing rules
    • Product transfer sharing rules
    • Return order sharing rules
    • Service appointment sharing rules
    • Service contract sharing rules
    • Service crew sharing rules
    • Service resource sharing rules
    • Service territory sharing rules
    • Shipment sharing rules
    • Time sheet sharing rules
    • User sharing rules
    • User provisioning request sharing rules
    • Work order sharing rules
    • Work type sharing rules

     

    #39576
    Salesforce | Parul Parul #2
    Forcetalks

    When using Advanced Permissions and roles, some record types need to be shared among users assigned to the same role or with users assigned to different roles. Sharing rules allow you to cut across the barriers of your role hierarchy and share viewing permissions by record type.

    So, you can have a sharing rule that allows two manager roles to view each other’s leads as well as the leads of the people who report up to either of them. And you can have another sharing rule for the three people in a salesperson role so that they can view each other’s opportunities and help them prevent the creation of duplicates.

    You can only use roles and sharing rules when a record type is set to private under organization-wide sharing.

    #39577
    Salesforce | Parul Parul #2
    Forcetalks

    How many ways sharing is happening?
    – Organization-Wide Defaults
    – Role Hierarchy
    – Sharing rules
    – Apex programming

     

    . Sharing Rules:
    If we want to share the records with specified groups or roles, then we can user criteria based rules.
    Setup -> Security Controls -> Sharing Settings -> Sharing rules -> click on new -> create.
    We have two types here
    a. Based on record owner: We can provide which user’s records to whom and provide the access to what level like read only or read/write.

    b. Based on criteria: Here we can create a criteria with object’s fields, like opportunity name contains with specified string

     

    #39679
    Salesforce | shariq shariq #1
    Forcetalks

    Sharing Rules are used to configure data sharing rules across users in a role hierarchy. Sharing Rules in Salesforce make automatic exceptions to your organization wide sharing settings for defined set of users.

    Using Sharing Rules in Salesforce we can extend sharing access to user in public groups, roles or territories.
    Sharing rules can never be stricter than Organization wide default settings.

    #39681
    Salesforce | shariq shariq #1
    Forcetalks

    When using Advanced Permissions and roles, some record types need to be shared among users assigned to the same role or with users assigned to different roles. Sharing rules allow you to cut across the barriers of your role hierarchy and share viewing permissions by record type.

    #39684
    Salesforce | shariq shariq #1
    Forcetalks

    Sharing Rules:
    If we want to share the records with specified groups or roles, then we can user criteria based rules.
    Setup -> Security Controls -> Sharing Settings -> Sharing rules -> click on new -> create.
    We have two types here
    a. Based on record owner: We can provide which user’s records to whom and provide the access to what level like read only or read/write.

    b. Based on criteria: Here we can create a criteria with object’s fields, like opportunity name contains with specified string

    #39740
    Salesforce | Parul Parul #2
    Forcetalks

    We have two types here
    a. Based on record owner: We can provide which user’s records to whom and provide the access to what level like read only or read/write.

    b. Based on criteria: Here we can create a criteria with object’s fields, like opportunity name contains with specified string

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