Activity Forums Salesforce® Discussions How many ways we can share a record in Salesforce?

  • Shweta

    Member
    September 30, 2020 at 2:42 pm

    These are the ways we can share a record:
    1. Role Hierarchy: If we add a user to a role, the user is above in the role hierarchy will have read access.Go to Setup -> Enter roles in Quick find box -> Select Roles -> Click on setup roles -> click on add role -> provide name and save.
    2. OWD: It defines the baseline setting for the organization and level of access to the user can see the other user’s record. It can be Private, Public Read Only, Public Read, and Write.Setup -> Security Controls -> sharing settings -> Click on Edit
    3. Manual Sharing
    4. Criteria Based Sharing rules: If we want to share records based on condition like share records to a group of users.Go to Setup -> security controls -> sharing settings -> select the object and provide name andConditions and save
    5. Apex sharing: It shares objects is available for every object (For Account object share object is AccountShare). If we want to share the records using apex we have to create a record to the shared object.

  • Marziya

    Member
    September 30, 2020 at 2:53 pm

    Five.

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