Quick Answer: When creating a sharing rule What must an administrator select?

How do you create a sharing rule?

Create Sharing Rules

  1. From Setup, enter Sharing Settings in the Quick Find box, and select Sharing Settings.
  2. In the Manage sharing settings for: picklist, select Opportunities.
  3. Under Opportunity Sharing Rules, click New and complete the details. Field. Label. Label. …
  4. Click Save, and then click OK on the confirmation message.

What are sharing rules when do you use sharing rules?

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.

How do I set up sharing settings in Salesforce?

Set Up Sharing Sets

  1. From Setup, enter Digital Experiences in the Quick Find box, then select Digital Experiences | Settings.
  2. In the Sharing Sets related list, click New to create a sharing set, or click Edit to edit an existing sharing set.
  3. In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields.

How do I create a guest user sharing rule?

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).
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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.

What are the different types of sharing rules?

What are the different types of Sharing Rules in Salesforce and explain them?

  • Account Sharing.
  • Case Sharing.
  • Contact Sharing.
  • Custom Object Sharing.
  • Lead Sharing.
  • Opportunity Sharing.
  • Salesforce Sharing Rules.

When using sharing rules to what entities can records be shared with?

2. With whom the records need to be shared? Records can be shared with public groups, roles, and roles & subordinates.

Which two types of record access should an administrator Grant through sharing rules?

Which two types of record access should an administrator grant through sharing rules in Salesforce?

  • Administrator.
  • Read Only.
  • Read Write.
  • Record Access.
  • Salesforce Rules.
  • Sharing Rules.