Salesforce Define Sharing Rules - Salesforce

What is Salesforce Define Sharing Rules?

In this chapter, we will debate how to state sharing rules in Salesforce. Yet we can achieve the access to changed objects and records over organization-wide settings and role hierarchies, we come across circumstances where, allowances are required. We want to grant access to exact data to precise users who are not able to access the essential data because of their roles. For instance, to see the case history when a user has only access to the current case details. In such situations, we take benefit of sharing rules. Over this mechanism, we create a public group which will put up all the users who want such exception and then add sharing rules to such a group.

Steps to Create Sharing Rules

In this section, we will debate the steps to make sharing rules. The steps are defined below

Step 1

Create a public group which will have the users who want exact access. Go to the link path, Setup home → Users → Public Groups → New Group. We want to fill the essential details. Also select the group of users who will want to use the sharing rules. Keep the Grant access using Hierarchies checked so that the other users listed below in this hierarchy can inherit the access. Click Save.


Step 2

Now we produce the sharing rule for the overhead public group. Go to the link path Setup Home → Security → Sharing settings. From the dropdown of Manage Sharing settings for, choose Campaigns.


Then under Campaign sharing rules, click on the button New. Offer the specifics for the new sharing rule as shown below. We select a criterion to give access to records for which the value of the field Campaign name is camp_x.


So present day all the users under the recently created public group will get access to those records of campaign object where the campaign name is camp_x.

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