Learn about how to make automatic exceptions to organization-wide sharing settings for defined sets of users.
- [Instructor] Let's talk about sharing rules…to provide record access to users…when our organizations permissions are more restrictive…then public read write.…When permissions are locked down…so that only the record owner can see a record…the sharing rules open up record visibility…laterally across teams,…such as providing read only access…to managers on teams other then their own.…We can use sharing rules to accomplish this.…I'll use sharing rules to open up record access…horizontally across roles…regardless of the position the user has…in the role hierarchy.…
I can use sharing rules to extend access…to roles, public, groups, and territories.…We'll need to be logged in…and we'll be starting from the home tab.…Let's go ahead and click on the gear cog icon…and we'll click setup.…Then we'll type the word sharing in the quick find.…Then let's click on sharing settings.…I'll scroll down to the account sharing rules section…and then we'll click new.…
I'll give my rule a label…and then a unique name auto populates.…This rule will be based on record ownership.…
AuthorChristopher Matthew Spencer
- Planning a transition to Salesforce
- Administering user accounts
- Managing permissions
- Capturing and converting leads
- Customizing views
- Setting up opportunities
- Creating campaigns
- Customizing fields and pages
- Customizing apps
- Building and sharing reports
- Importing data
- Batch processing data
- Enforcing data security with auditing and policies
Skill Level Beginner
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
Search layouts4m 59s
6. Data Management
7. Data Security
Next steps1m 12s
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