How to share records in salesforce


  • Click Sharing on the record you want to share.
  • Click Add.
  • From the drop-down list, select the type of group, user, role, or territory to add.
  • Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list.
  • Choose the access level for the record you are sharing and any associated records that you own. …
  • When sharing a forecast, select Submit Allowed to enable the user, group, or role to submit the forecast.
  • Select the reason for the share to allow users and administrators to understand the source of the sharing. For more information on sharing reasons, see Creating Apex Sharing Reasons.
  • Click Save.

Click Sharing on the record you want to share. Click Add. From the drop-down list, select the type of group, user, role, or territory to add. Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list.


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 a Salesforce object?

Salesforce administrators are able to share any Salesforce object. However, most Salesforce users can only share objects that are owned by themselves or their subordinates. If you want to stop sharing an object, click “Stop Sharing” in the object’s External Sharing related list.

What are the different types of sharing in Salesforce?

For more information, see “Custom Object Security” in the Salesforce online help. A share object includes records supporting all three types of sharing: managed sharing, user managed sharing, and Apex managed sharing.

What can you do with your Salesforce data?

Once the data is inside this external data warehouse, your options are virtually unlimited: you can perform analytics using a business intelligence tool like Tableau, or combine your Salesforce data with other enterprise data sources.


What are different ways to share records in Salesforce?

Following are the ways we can share a record:Role Hierarchy: If we add a user to a role, the user is above in the role hierarchy will have read access. … OWD: Defines the base line setting for the organization. … Manual Sharing: … Criteria Based Sharing rules: … Apex sharing:

How do I manually share a record in Salesforce?

From Setup, in the Quick find box, enter Sharing Settings , then select Sharing Settings. Click Edit in the Organization-Wide Defaults area. Select the Manual User Record Sharing checkbox to display the Sharing button on user detail pages, which enables users to share their records with others.

How do I share data in Salesforce?

Salesforce provides many flexible options for you to control how records are shared within your org. To specify the objects and tabs that a user can access, assign a profile. To specify the individual records that a user can view and edit, set your org-wide defaults, define a role hierarchy, and create sharing rules.

How do I share a Salesforce Group record?

To enable users to share records with the manager groups, follow these steps.From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings.On the Sharing Settings page, click Edit.In Other Settings, select Manager Groups and then click Save.

How do I share a record in Salesforce lightning?

To share records with Manual sharing in Lightning, first, go to the Record page and click on Sharing button. A Share popup will open where can select and search either User, Public Group, Role and Role and Subordinates. And we can also provide the Read-Only or Read/Write access.

Who can manually share a record?

Records can be shared manually with groups, roles, roles & subordinates, and individual users.

How does sharing work in Salesforce?

In Salesforce, you can control access to data at many different levels. For example, you can control the access your users have to objects with object permissions. Within objects, you can control the access users have to fields using field-level security.

How many types of sharing are there in Salesforce?

two typesThere are basically two types of sharing rules in Salesforce based on which records should be shared: Owner-based Sharing Rules. Criteria-based Sharing Rules.

What is sharing object in Salesforce?

A share object includes records supporting all three types of sharing: managed sharing. User managed sharing. Apex managed sharing.

How many ways we can share reports in Salesforce?

22 Ways to Share Records in Salesforce.

What is manual sharing?

Manual Sharing : Manual sharing lets record owners give read and edit permissions to users who might not have access to the record any other way. Manual sharing is to share a record to a particular user manually.

What is sharing set and sharing group?

A Sharing Set grants community or portal users access to any record associated with an account or contact that matches that community user’s account. A Share Group allows sharing records owned by community users with internal users. This mechanism grants internal users access to data owned by community users.

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.

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 Apex shared?

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.

Why can I access my account?

Users can access an account because they can access its child records (contact, case, opportunity, and so on). If an account sharing rule is created, the sharing rule row cause (which is a higher access level) replaces the parent implicit share row cause, indicating the higher level of access. Important.

Can you grant access to unauthenticated users in Apex?

You can’t grant access to unauthenticated guest users using Apex. 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.


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