What is sharing set in salesforce


Sharing Sets let you take a Lookup (typically Account, Contact, or User) from the Community User, and match it to records in your Salesforce Org that also have that Lookup value. For instance, below we are sharing all Projects that have an Account that matches the Community User’s Account.

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.


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 sharing rule in Salesforce?

Salesforce Sharing Rules. Sharing rules in Salesforce are used to create automatic exceptions to the Organization-Wide Default settings for the users who do not own the record. They should be applied to the objects whose org-wide defaults are set to Public Read-only or Private because sharing rules can only extend the access they cannot …

What is Salesforce sharing model?

Sharing model in Salesforce

  • Describe the scope and capabilities of Organization-Wide Defaults. …
  • Explain how access is granted through the Role Hierarchy. …
  • Set up Organization-Wide Defaults
  • Describe the use of Roles. …
  • Assign Users to Roles
  • Mass-transfer records from one user to another. …
  • List the objects that may have Sharing Rules
  • Build Sharing Rules
  • Share records manually. …

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How to build Salesforce diagrams?

  • Who you are. Put your logo in the top left to frame the diagram. …
  • What the diagram represents. Give your diagram a title in the provided space so it can be quickly understood. …
  • Why your audience should care. …
  • How your audience will interpret the diagram. …

What is the difference between sharing rule and sharing set?

Sharing sets use profiles to give record access to a group of users, unlike sharing rules, which use roles and public groups.

Where is shared set in Salesforce?

To access your Sharing Sets, go to Setup –> Communities Settings –> Sharing Sets. Once you have selected the Profile(s) you want this Sharing Set to apply to, you can select the Objects you want to grant sharing on.

How many types of sharing settings 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: Force.com managed sharing, user managed sharing, and Apex managed sharing. A custom object’s share object allows four pieces of information to be defined: The record being shared. The User or Group with whom the object is being shared.

Is sharing set available in partner community?

Sharing sets are only available, however, for Customer Community users (and high-volume portal users) not for Partner Community users (or Customer Portal Manager Users). This is a major disadvantage of Partner Community licenses, despite being more expensive and otherwise more powerful than Customer Community licenses.

How does sharing rules work in Salesforce?

There are 2 types of Sharing Rules in Salesforce based on which records to be shared:Owner Based: Owner based shares the records owned by certain users. Owners can be identified through public groups, roles and roles, and sub-ordinates.2. Criteria Based: Criteria based shares the records that meet certain criteria.

What are types of sharing?

What are types of sharing rules in salesforce?Force.com Managed Sharing:- … Record Ownership. … Role Hierarchy. … Sharing Rules. … User Managed Sharing, also known as Manual Sharing. … Apex Managed Sharing.

What is difference between with sharing and without sharing in Salesforce?

With Sharing – Enforce the sharing rules that apply to current user. Without Sharing – Doesn’t enforce the sharing rules. If a class is not declared as either with or without sharing, the current sharing rules remain in effect.

What are types of sharing rules?

What are the different types of Sharing Rules in Salesforce and explain them?Account Sharing.Case Sharing.Contact Sharing.Custom Object Sharing.Lead Sharing.Opportunity Sharing.Salesforce Sharing Rules.

What is sharing and visibility in Salesforce?

A Salesforce Certified Sharing and Visibility Designer credential is created for architects, analysts, and administrators who want to demonstrate their knowledge, skills, and abilities to design secure, scalable security models on the Lightning Platform.

What is sharing class in Salesforce?

The sharing setting of the class where the method is defined is applied, not of the class where the method is called. For example, if a method is defined in a class declared with with sharing is called by a class declared with without sharing , the method will execute with sharing rules enforced.

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…

Mastering Sharing Sets in Communities

Sharing Sets were added to Customer Community Plus and Partner Community Licenses in the Winter ’19 release. With this update, enabling sharing inside those Community types has become much easier.

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What is Salesforce Control?

Control: Who can access and What to access. Salesforce gives an adaptable, layered information-sharing structure that permits you to uncover various informational indexes to various arrangements of clients, so clients can carry out their responsibility without seeing information they don’t have to see.

What is manual sharing?

Manual sharing — Sometimes it’s difficult to characterize a predictable gathering of clients who need access to a specific arrangement of records. In those circumstances, record proprietors can utilize manual sharing to give peruse and alter consents to clients who might not approach the record some other way.

What is the guideline of least benefit in Salesforce?

Thus, It’s imperative to limit the information our clients can see and the consents they need to just which is important to play out their activity – this idea is known as the guideline of least benefit.

What is association wide sharing?

Association wide sharing settings—The initial phase in record-level security is to decide the association-wide sharing settings for each item. Association wide sharing settings determine the default level of access clients have to every others’ records.

How many sharing guidelines can you have?

A sharing guideline depends on the record proprietor or other criteria, including record type and certain field esteems. You can characterize up to 300 sharing guidelines for each, including up to 50 criteria-based sharing standards, if accessible for the item.

Can you control session settings on a client profile?

You can control session settings on a client profile premise. In the event that you don’t arrange the profile session settings, the organization’s session settings apply to clients of the profile. At the point when set, the profile settings abrogate the organization-wide settings.

Can a private client refresh records?

Private – Clients can’t view or refresh records, except if get to is conceded outside of this sharing guideline. Accessible just for related contacts, openings, and cases. Peruse Only – Clients can see, yet not refresh records. Visitor client sharing standards can just allow Read-Only access.

What are the two types of sharing rules in Salesforce?

In Salesforce, there are two types of sharing rules Salesforce, first record ownership-based sharing rules, and the second category is criteria-based sharing rules. Based on the Company requirements, the administrator will decide which type of sharing rule suits your needs the most.

Why do we need to create a robust security model by using sharing rules in Salesforce?

This is the reason we need to create a robust security model by using sharing rules in Salesforce that could allow the horizontal access to data whenever needed. It will restrict data from stolen and offer limited access so that information is not misused by other users. This is the reason why Companies should know how to best use the security components in Salesforce like Sharing rules and more.

What are the two objects that need a public group in Salesforce?

When you go deep, you will understand that there are two popular objects that need the public group for sharing rules. These Salesforce objects are job applications and the Review object. The best part is that both objects can be covered under a single group on the detailed side of the master-slave relationship.

What does “without sharing” mean in Apex?

Without Sharing means you are disabling or ignoring sharing rules. It is the default for an Apex class. If a class is run through Execute Anonymous or in Chatter it will run “With Sharing”. In general, I rarely write “Without Sharing” since the default is “Without Sharing”.

What mode does Apex run in?

As you may recall, Apex generally runs in System mode most of the time which means that security can often be minimalized. With Sharing and Without sharing are really poorly understood.


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