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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Manual sharing rules


Users can manually share certain types of records with other users within the Salesforce CRM application. Some objects that are shared automatically include access to all other associated records. For example, if a user shares one of their account records, then the granted user will also have access to all the opportunities and cases connected to that account.

Manual sharing rules are generally used either on a one-off basis to share a record or whenever there is difficulty trying to determine a consistent set of users, groups, and the associated rules that would be involved as a part of an Organization-Wide Sharing setting. To be able to grant sharing access for a record, the user must either be the record owner, a system administrator, a user in a role above the owner in the hierarchy, or any user that has been granted full access; or the Organization-Wide settings for that object must allow access through hierarchies.

Users grant access simply by clicking on the Sharing...

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