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 by one. One can navigate to the Sharing Settings screen and configure sharing rules.
Salesforce Essentials for Administrators
By :
Salesforce Essentials for Administrators
By:
Overview of this book
Table of Contents (14 chapters)
Salesforce Essentials for Administrators
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Free Chapter
User Management and User Profiling
Configuring Salesforce
Reports and Dashboards
Record-level Access, Security, and Audit Features
Session Management, Data Loader, and Data Loading Best Practices
Troubleshooting Common Problems
An Overview of Sales and Service Cloud
Index
Customer Reviews