In this blog, we’ll discuss the way to define sharing rules in Salesforce. Though we will manage the access to different objects and records through organization-wide settings and role hierarchies, we encounter situations wherein, exceptions are required. we’d like to grant access to specific data to specific users who aren’t ready to access the specified data due to their roles. for instance, to ascertain the history when a user has only access to the present case details. In such scenarios, we take help of sharing rules. Through this mechanism, we create a public group which can accommodate all the users who need such exception then add sharing rules to such a gaggle.

Steps to make Sharing Rules

In this blog, we’ll discuss the steps to make sharing rules. The steps are described below

Step 1

Create a public group which can have the users who need specific access. attend the link path, Setup home → Users → Public Groups → New Group. we’d like to fill the specified details. Also choose the group of users who will got to use the sharing rules. Keep the Grant access using Hierarchies checked in order that the opposite users listed below during this hierarchy can inherit the access. Click Save.

How to Define Sharing Rules in Salesforce

Step 2

Now we create the sharing rule for the above public group. attend 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. Provide the small print for the new sharing rule as shown below. We select a criteria to offer access to records that the worth of the sector Campaign name is camp_x.

So now all the users under the newly created public group will get access to those records of campaign object where the campaign name is camp_x.
So, this brings us to the end of blog. This Tecklearn ‘How to Define Sharing Rules in Salesforce’ blog helps you with commonly asked questions if you are looking out for a job in Salesforce. If you wish to learn Salesforce and build a career in Salesforce domain, then check out our interactive, Salesforce Certification Training: Admin 201 and App Builder, that comes with 24*7 support to guide you throughout your learning period. Please find the link for course details:
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About Preparation of Salesforce 201 and App Builder Certification exams

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