Can we use formula fields in sharing rules?
At present Lookup fields and formula fields are not allowed to create sharing rules. Due to which duplicate text fields need to created and maintained. There is lot of requirement based on which we need to dynamically decide who need to have access, that thing can be implemented easily if dynamic values are allowed.
Which two methods can be used to share records using sharing rule?
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.
How are records restricted based on role hierarchy?
Now as per role hierarchy,Records created by User C & User D can be accessible to User A & User B.Although User A is not a manager of User D,he still can see the records owned by User D and Same for User B. Our client is under impression that User A can see only those records owned by User C & User B can see only those records owned by User D.
Can a user have different rights on a shared record?
Access rights on a shared record can be different for each user with whom the record is shared. However, you cannot give a user any rights that he or she would not have for that type of entity, based on the role assigned to that user.
How does sharing work in the role hierarchy?
By lowering the Org Wide Default on an object to Private, then only the record Owner and Users above the Owner in the Role Hierarchy can see and edit that record. Sharing Rules, also under Setup/Security Controls/Sharing Settings can be used to handle exceptions and grant access across Roles in the Role Hierarchy (and to Public Groups of Users).
How are the sharing properties of a record maintained?
Sharing is maintained on individual records. A record inherits the sharing properties from its parent and also maintains its own sharing properties. Therefore, a record can have two sets of sharing properties—one that it has on its own and one that it inherits from its parent.