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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How do I create a rule for sharing?
From Setup, enter Sharing Settings in the Quick Find box, and select Sharing Settings. In the Manage sharing settings for: picklist, select Opportunities. Under Opportunity Sharing Rules, click New and complete the details. Field. Value. Label. Click Save, and then click OK on the confirmation message.
How many criteria based sharing rules can you create per object?
You can create criteria-based sharing rules for accounts, opportunities, cases, contacts, leads, campaigns, and custom objects. You can create up to 50 criteria-based sharing rules per object.
What is ownership based sharing rule?
Owner-Based Sharing Rules An owner-based sharing rule opens access to records owned by certain users. For example, a company's sales managers need to see opportunities owned by sales managers in a different region.
Can we use sharing rules to restrict data access?
You can use sharing rules to grant wider access to data. You cannot restrict access below your organization-wide default levels. To create sharing rules, your organization-wide defaults must be Public Read Only or Private.
What is the use of writing sharing rules?
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.
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