Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Share Objects and Fields
Field-Level Security
Sharing Rules
Sharing Rule Types
Create Sharing Rules
Sharing Rule Categories
Edit Sharing Rules
Sharing Rule Considerations
Recalculate Sharing Rules
Asynchronous Parallel Recalculation of Sharing Rules
User Sharing
What Is a Group?
Organization-Wide Sharing Defaults
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Security Guidelines for Apex and Visualforce Development
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Create Sharing Rules

A sharing rule is based on the record owner or other criteria, including record type and certain field values. You can define up to 300 sharing rules for each object, including up to 50 criteria-based sharing rules, if available for the object.
Available in: Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

See Sharing Rule Considerations for more information on availability.

User Permissions Needed
To create sharing rules: Manage Sharing
  1. If you plan to include public groups in your sharing rule, confirm that the appropriate groups have been created.
  2. From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings.
  3. In the Sharing Rules related list for the object, click New.
  4. Enter the label name and rule name. The label name appears on the user interface. The rule name is a unique name used by the API and managed packages.
  5. Optionally, enter a description of the sharing rule, up to 1,000 characters.
  6. Select a rule type, if prompted. Some rules types aren’t available for all objects.
  7. Select which records or users to share. Depending on the rule type you selected, do the following.
    • Based on record owner—For owned by members of, specify which users’ records are shared. Select a category from the first dropdown list and a set of users from the second dropdown list or lookup field.
    • Based on criteria—Specify the field, operator, and value criteria that records must match to be included in the sharing rule. The fields available depend on the object selected, and the value is always a literal number or string. To change the AND relationship between filters, click Add Filter Logic.

      To use a field that’s not supported by criteria-based sharing rules, create a workflow rule or Apex trigger to copy the value of the field into a text or numeric field. Then use that field as the criterion.

      Note

    • Based on account territories—For Accounts in Territory, select Territories or Territories and Subordinates from the first dropdown list and a territory from the second dropdown list. This option is available only for sharing rules created via the Account Territory Sharing Rules related list. The Account Territory Sharing Rules related list isn’t available with Enterprise Territory Management.
    • Based on group membership—You can share users who are members of a group with members of another group. For Users who are members of, select a category from the first dropdown list and a set of users from the second dropdown list or lookup field. This option is available only for user sharing rules.
  8. Specify the users who get access to the data. For Share with, select a category from the first dropdown list and a set of users from the second dropdown list or lookup field.
  9. Select sharing access settings for users. Some access settings aren’t available for some objects or in some situations.
    Access Setting Description
    Private Users can’t view or update records, unless access is granted outside of this sharing rule.

    Available only for associated contacts, opportunities, and cases.
    Read Only Users can view, but not update, records.
    Read/Write Users can view and update records.
    Full Access Users in the selected group, role, or territory can view, edit, transfer, delete, and share the record, just like the record’s owner.

    With a Full Access sharing rule, users can also view, edit, delete, and close activities associated with the record if the org-wide sharing setting for activities is Controlled by Parent.

    Available for campaigns only.

    Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent.

    Note

  10. Click Save.