preloder

Describe sharing rules, and when their usage is appropriate.

Sharing rules are used to extend record access to users within specified roles or groups.

Records can be shared either based on record owner (role, group) or record criteria (known as a criteria-based sharing rule; e.g. all accounts in state “OH”).

Sharing Rules on accounts also provide access to related contracts and can provide access to related Contacts, Opportunities, and Cases.

Sharing rules can extend either Read Only or Read/Write access, but cannot extend Full Access.

Resources for this Objective

Resource
Priority
Type
Length
Author
Who Sees What: Data Visibility How to Series
50m
Salesforce.com
See “Who Sees What: Record Access Via Sharing Rules”
Overivew of Salesforce.com Sharing Rules and Groups
14m
CertifiedOnDemand.com

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