Salesforce Essentials for Administrators

Sharing rules and manual sharing

When the organization-wide settings are set to Private or Public Read Only, sometimes, as per business need, we will have to share the record with other users apart from the record owner and users higher in the role hierarchy. OWD sets the restrictions, and additional mechanisms open up access. To provide this access, Salesforce provides a component known as Sharing Rules. With sharing rules, one can share records with users who don't have access to the records. Sharing rules allocate access to users in public groups, roles, or territories. They grant users who have no access, due to the OWD settings, additional access to the records. There are various ways a record can be shared. Let's discuss all of them one ...