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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

Sharing rules


With sharing rules, you are in effect setting automatic extensions to your Organization-Wide Sharing Defaults settings for particular sets of users. As shown in the following screenshot, this can be considered as opening up visibility and access to records for those users.

Sharing rules apply to:

  • All new and existing records owned by the specified role or group members

  • Both active and inactive users

Sharing rules extend the access specified by OWDs and the role hierarchy.

Note

Sharing rules can never be stricter than your OWDs settings and allow wider data access for the included users or groups of users. To define sharing rules, navigate to Setup | Security Controls | Sharing Settings. Now scroll down to the lower part of the page to reveal the Sharing Rules sections.

The following screenshot shows the Sharing Rules page where there are sections to set the sharing rules for the various standard objects within the application, such as Lead, Account, and Contact, as well as any custom...

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