How do I create a rule for sharing?

What is a sharing rule?

Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.

What are the components of a sharing rule?

They just allow greater access for particular users. Each sharing rule has three components.

With which users?

  • individual users.
  • roles.
  • roles and subordinates.
  • territories.
  • territories and subordinates.
  • other public groups.

How do I create a guest rule for a shared user?

Create Sharing Rules for Guest Users

  1. From Setup, in the Quick Find box, enter Sharing , then select Sharing Settings.
  2. Under Service Resource Sharing Rules, click New.
  3. Enter a label for the rule.
  4. Select Guest user access, based on criteria (1).
  5. Define the criteria for your guest record-sharing rule (2).

What is ownership based sharing rule?

An owner-based sharing rule opens access to records owned by certain users. For example, a company’s sales managers need to see opportunities owned by sales managers in a different region.

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Can you create sharing rules for detail object?

As far as I know, you cannot share the detail object records using a sharing rule in a master detail relationship. Workaround: Change MD to lookup and share records using sharing rule.

What is the difference between permission set and sharing rules?

Profiles and permission sets control what users can do. Org-wide defaults, roles and sharing rules control what they can do it do.

On which object we Cannot create sharing rule?

In the list that you provided Custom Objects controlled by parent ( detail in Master Detail relationship) can not have sharing rule.

Who can manually share records?

Records can be shared manually with groups, roles, roles & subordinates, and individual users.

Only these 4 users can share the record:

  • Record Owner.
  • A user in a role above the owner in the role hierarchy.
  • Users granted “Full Access” to record.
  • Administrator.

How do I create a manual sharing rule in Salesforce?

From Setup, in the Quick find box, enter Sharing Settings , then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. Select the Manual User Record Sharing checkbox to display the Sharing button on user detail pages, which enables users to share their records with others.

How do I give permission to guest user in Salesforce?

Click the Site Guest User name in the Full Name column. On the User page, scroll to the Permission Set Assignments section and click Edit Assignments. Add the clone of the default B2B Commerce Guest permission set to the list of Enabled Permission Sets. Click Save.

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How do I give guest access to Salesforce?

In Salesforce Setup, enter All Sites in the Quick Find box and select All Sites. Next to the site that you want to access, click Builder. In Experience Builder, click the Settings icon and select General. Under Guest User Profile, click the guest user profile link.

How do I give access to guest user in Salesforce?

Under Guest User Profile, click the profile name. Click Edit. Scroll to the Standard Object Permissions section, and change the object permissions to meet your business needs. Create a sharing rule for each object you want to share with your users.