You can share a standard or custom object with users or groups. For more information about the types of users and groups you can share an object with, see User and Group in the Object Reference for Salesforce. Creating User Managed Sharing Using Apex It is possible to manually share a record to a user or a group using Apex or the SOAP API.
What is apex sharing in Salesforce?
Providing Sobject Access to targeted user by using Apex is called Apex Sharing. By Default if OWD of the object is not set to most permissive access level (Public Read/Write) ,Then there will be automatically share object created for the existing object .
How to create an apex sharing reason for a custom object?
From the management settings for the custom object, click New in the Apex Sharing Reasons related list. Enter a label for the Apex sharing reason. The label displays in the Reason column when viewing the sharing for a record in the user interface.
What is a Salesforce file?
Salesforce Introduced the Salesforce Files feature as a part of Winter’16 and the salesforce file is going to replace Notes & Attachment. Salesforce Files stored now instead of Attachment to Salesforce File Object called “ ContentVersion “.
How do I share a record programmatically in Salesforce?
Sharing a Record Using Apex To access sharing programmatically, you must use the share object associated with the standard or custom object for which you want to share. For example, AccountShare is the sharing object for the Account object, ContactShare is the sharing object for the Contact object.
How do I share an apex file in Salesforce?
To customize file sharing behavior, define an Apex trigger for the ContentDistribution or ContentDocumentLink objects. The ContentDistribution object represents a file shared externally. A ContentDocumentLink represents a file shared with an internal object, such as a user, group, or record.
How do I share files in Salesforce?
On Files home, click Upload files, select a file, then click Sharing Settingsand choose Anyone with Link. Copy the link and share it with people inside or outside your company. On the Home page, click Create New | File, click Choose File, select a file, and then select Share via link from the dropdown menu.
How do I share a contents document in Salesforce?
Enter the name of the group you want to share the file with, and select it by clicking its name. Repeat this step to share with more groups. Select access levels for each group. By default, private group access is set to Collaborator, while public group access is set to Viewer.
Why we use Apex sharing in Salesforce?
Apex managed sharing is a dynamic and flexible sharing process. Sharing records created by Apex code are maintained across record owner changes. Using this Apex managed sharing, you can implement all the complex sharing as it gives you full control over the record sharing.
How do I share a file link?
Done.Select the file you want to share.Tap Share or Share .Under “Get Link,” tap Link settings .Select Public link. Save.Tap Done.Copy and paste the link in an email or any place you want to share it.
How does file sharing work in Salesforce?
Once you upload the files to the Records, its sharing depends on the various parameters. For instance, Files sharing on the Records can be controlled through various ways in Salesforce – such as, you can set a File’s access to private; or, enable Set File Sharing to Inherit Record Permission at the org level.
Where are Salesforce files stored?
Files Home is the central location of your files in Salesforce. See all files that you’ve stored privately, view files that are shared with you, and share files with others.
What is sharing set in Salesforce?
A sharing set grants site users access to any record associated with an account or contact that matches the user’s account or contact. You can grant access to records via access mapping, which defines access for each object in the sharing set.
How do I create a link to a document in Salesforce?
Create a folder on the Documents tab to which all users have access.Upload the document to that folder.From the Documents tab, choose the folder and click Go.Click View next to the document.Use everything after the domain portion of the URL to create your custom link.
What is sharing in Apex?
Sharing is the act of granting a user or group of users permission to perform a set of actions on a record or set of records. Sharing access can be granted using the Salesforce user interface and Lightning Platform, or programmatically using Apex.
What is Apex sharing recalculation in Salesforce?
Salesforce automatically recalculates sharing for all records on an object when its organization-wide sharing default access level changes. The recalculation includes access granted by sharing rules. In addition, all types of sharing are removed if the access they grant is redundant.
How do I create a shared set in Salesforce?
Set Up Sharing SetsFrom Setup, enter Settings in the Quick Find box, then select Settings.In the Sharing Sets related list, click New to create a sharing set.In the Sharing Set Edit page, fill in the Label and Sharing Set Name fields. … Enter a description.More items…
How to create an Apex sharing reason?
To create an Apex sharing reason: From the management settings for the custom object, click New in the Apex Sharing Reasons related list. Enter a label for the Apex sharing reason. The label displays in the Reason column when viewing the sharing for a record in the user interface.
What is managed sharing in Apex?
Apex managed sharing enables developers to programmatically manipulate sharing to support their application’s behavior through Apex or the SOAP API. This type of sharing is similar to managed sharing. Only users with “Modify All Data” permission can add or change Apex managed sharing on a record. Apex managed sharing is maintained across record owner changes.
Why use multiple Apex reasons?
Using multiple Apex sharing reasons simplifies the coding required to make updates and deletions of sharing records. They also enable developers to share with the same user or group multiple times using different reasons. Apex sharing reasons are defined on an object’s detail page.
What is an Apex shared reason?
Apex managed sharing must use an Apex sharing reason. Apex sharing reasons are a way for developers to track why they shared a record with a user or group of users. Using multiple Apex sharing reasons simplifies the coding required to make updates and deletions of sharing records. They also enable developers to share with the same user or group multiple times using different reasons.
What is a share object?
A share object includes records supporting all three types of sharing: managed sharing, user managed sharing, and Apex managed sharing. Sharing granted to users implicitly through organization-wide defaults, the role hierarchy, and permissions such as the “View All” and “Modify All” permissions for the given object, “View All Data,” and “Modify All Data” are not tracked with this object.
What is manual share access level?
A manual share access level is set to Read and you insert a new one set to Write. The original share rows are updated to Write, indicating the higher level of access.
How to access sharing programmatically?
To access sharing programmatically, you must use the share object associated with the standard or custom object for which you want to share. For example, AccountShare is the sharing object for the Account object, ContactShare is the sharing object for the Contact object. In addition, all custom object sharing objects are named as follows, where MyCustomObject is the name of the custom object: