How do you create a criteria based sharing rule?

How do you create a criteria based sharing rule?

From Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. In the Sharing Rules related list for the object, click New. Enter the label name and rule name.

What is criteria-based sharing rules?

A criteria-based sharing rule is based on record values and not the record owners. However, a role or territory hierarchy still allows users higher in the hierarchy to access the records. You can’t use Apex to create a criteria-based sharing rule.

Can you use a criteria based sharing rule?

A criteria-based sharing rule is based on record values and not the record owners. However, a role or territory hierarchy still allows users higher in the hierarchy to access the records. You can’t use Apex to create a criteria-based sharing rule.

What are the different types of sharing rules?

A criteria-based sharing rule could share all job applications in which the Department field is set to “IT” with all IT managers in your organization. A criteria-based sharing rule is based on record values and not the record owners. However, a role or territory hierarchy still allows users higher in the hierarchy to access the records.

How do you create a sharing rule in Salesforce?

In the Sharing Rules area, click New and give your rule a label. The Rule Name text box populates automatically when you click it. For the rule type, you can choose whether the sharing rule is based on the owner or based on criteria that records must match to be included. For this sharing rule, select Based on record owner.

What are the security rules for sharing data?

Manual Sharing Organization-Wide Sharing Defaults Strengthen Your Data’s Security with Shield Platform Encryption Monitoring Your Organization’s Security Real-Time Event Monitoring