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    Best Practices Of Creating Contact Sharing Rules in Salesforce?

    Posted by Aman on September 20, 2018 at 7:44 am

    Best Practices Of Creating Contact Sharing Rules in Salesforce?

    Parul replied 6 years, 5 months ago 3 Members · 2 Replies
  • 2 Replies

  • shariq

    Member
    September 20, 2018 at 7:45 am

    Hi,

    Organization wide default settings are used to set read, write, read/write permissions.

    Thanks

  • Parul

    Member
    September 20, 2018 at 10:08 am

    Adding some more points:

    Account Org-Wide Default must be set to at least “Public Read Only” in order to set the Contact Org-Wide Default to “Public Read/Write”.
    – To share ALL contacts in the system with a group of users or a specific role, create a sharing rule that uses the “All Internal Users” (or “Entire Organization”) public group as the owned by option.
    – Use “Roles and Subordinates” over “Roles” where possible to minimize the number of sharing rules.

    Thanks

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