Quick summary
Salesforce sharing rules let administrators extend record access beyond the default organization-wide defaults to specific users, roles, or groups. This step-by-step walkthrough covers how to navigate to Sharing Settings in Advanced Setup and configure a new sharing rule for any standard or custom object.
Steps
- Click the gear icon at the top right of the dashboard to open the settings menu.
- Select Open Advanced Setup from the dropdown options.
- In the Quick Find search box, search for and select Sharing Settings.
- Scroll down to the Sharing Rules section, then choose an object to create a rule for.
- For the selected object, click New to start creating a sharing rule.
- Choose the sharing rule type (based on record owner or criteria).
- Choose who gets access by selecting the target users, roles, or groups.
- Fill in the other required details for the sharing rule configuration.
- Once done, click Save to apply the new sharing rule.
