Lesson: 76 | How Many Ways Can You Share Records in Salesforce?

Notes

Notes

In Salesforce, there are several ways to share records with other users or groups. Here are some of the most common ways:

Role Hierarchy Sharing: This is the most basic and commonly used method of sharing records in Salesforce. With Role Hierarchy Sharing, record access is granted based on the roles of users within the organization.
Sharing Rules: Sharing rules are used to extend record access to users or groups based on specific criteria. For example, you can create a sharing rule that grants read-only access to all opportunities with a specific account.
Manual Sharing: Manual sharing is used when you need to share a record with a specific user or group on an ad-hoc basis. This method allows users to share individual records with others, without changing the overall sharing settings.
Team Sharing: Team sharing is used to share records with a specific group of users. With team sharing, a user can create a team, add members to the team, and then share records with the team.
Apex Sharing: Apex Sharing is used when you need to implement complex sharing rules that cannot be achieved with the standard Salesforce sharing features. This method allows developers to write custom code to share records based on specific criteria.

Overall, Salesforce provides a wide range of record sharing options, allowing organizations to customize their sharing settings to meet their specific needs.

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Lesson: 76 | How Many Ways Can You Share Records in Salesforce?

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