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Book Overview & Buying
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Table Of Contents
Salesforce CRM: The Definitive Admin Handbook - Second Edition - Second Edition
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With sharing rules, you are in effect setting automatic extensions to your organization-wide sharing settings for particular sets of users. As shown in the funnel diagram at the beginning of this chapter, this can be considered as opening up visibility and access to records for those users.
Sharing rules can never be stricter than your organization-wide default settings and allow wider data access for the included users or groups of users.
Sharing rules apply to:
All new and existing records owned by the specified role or group members
Both active and inactive users
Sharing rules extend the access specified by Organization-wide defaults and the role hierarchy. To define sharing rules, navigate to Your Name | Setup | Administration Setup | Security Controls | Sharing Settings. Now scroll down to the lower part of the page to reveal the Sharing Rules sections.
The following screenshot shows the Sharing Rules page where there are sections to set the sharing rules for the various...
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