How to create a sharing rule in salesforce

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How to use Salesforce criteria based sharing rules?

SharingRules

  • Declarative Metadata File Suffix and Directory Location. In API version 33.0 and later, components are stored in the sharingRules folder and their file name matches the object name with the …
  • Version. …
  • Special Access Rules. …
  • Fields. …
  • SharingCriteriaRule. …
  • SharingGuestRule. …
  • SharingOwnerRule. …
  • SharingTerritoryRule. …
  • AccountSharingRules. …
  • CampaignSharingRules. …

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How to do manual sharing in Salesforce?

Manual Sharing. In Salesforce Manual Sharing, records are shared individually with other users by using the share button on the record. Sometimes it is not possible to define a consistent group of users who need access to a particular record that is where manual sharing comes in. Salesforce Manual Sharing allows the users to share the record to users who would not have access to the record any …

What is the use of sharing set in Salesforce community?

  • Grant users access to all cases related to their account or contact record.
  • Grant users access to all cases related to a parent account or contact that is identified on the user’s account or contact record. …
  • Account – Account sharing sets can control access to Contract, Entitlement, and OrderItem objects
  • Asset
  • Campaign
  • Case
  • Contact
  • Custom Objects
  • Individual

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What is the hierarchy of Salesforce?

Role hierarchy is a mechanism to control the data access to the records on a salesforce object based on the job role of a user. For example, a manager needs to have access to all the data pertaining to the employees who report to him, but the employees have no access to the data that is only owned by their manager.

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