How to Create a Sharing Rule in Salesforce
Here's a step by step guide on creating a sharing rule in Salesforce:
- Go to Setup on the top right corner of the page.
- Search for Sharing Settings in the Quick Find menu (under Security)
- Click on “Manage sharing settings for” to reveal a dropdown.
- From the dropdown, select the object you want to create a sharing rule for (e.g., Accounts, Contacts).
- Click New. This will initiate the creation of a new sharing rule.
- Choose how to identify the records this rule applies to under Sharing Based On:
- Owner-Based Sharing: Share based on the record owner (e.g., share all accounts owned by the "Sales Manager" user with the "Marketing Team" permission set).
- Criteria-Based Sharing: Share based on specific field values (e.g., share all opportunities with a "Close Date" next month with the "Forecasting Team").
- Choose the users or groups who will gain access to the records based on your defined criteria.
- Determine the level of access these users will have (e.g., Read Only, Read/Write).
- Click Save to create the sharing rule. You can also activate it immediately to make it functional.