Manual Sharing in Salesforce | Record Level Security in Salesforce | EP 7| Salesforce Admin tutorial
Manual Sharing in Salesforce | Record Level Security in Salesforce | EP 7| Salesforce Admin tutorial
Topics
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00:20 Requirement
00:56 Definition
03:51 Record level summary
05:27 SFDC Admin
06:03 how to share a record using manual sharing in salesforce
07:23 Tech Manager view
08:00 Tech Sam view
09:18 Tech Jack view
10:00 Jack editing the tech Sam record
10:42 Sharing Hierarchy
Requirement :
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Ad hoc Service Request, top management, and record owner need to share the records
Notes
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Manual sharing allows users to grant one-off access to their individual records for users, roles, and public groups. Manual sharing is available:
To the record owners, their managers in the role hierarchy, and administrators.
The users who can manually share records are
1. Record Owner.
2. Administrator.
3. User above the role of the Record Owner's role.
1) Sometimes it’s impossible to define a consistent group of users who need access to a particular set of records.
2) Record owners can use manual sharing to give read and edit permissions to users who don’t have access any other way.
3) Manual sharing isn’t automated like organization-wide sharing settings, role hierarchies, or sharing rules.
4) But it gives record owners the flexibility to share particular records with users that must see them.
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