Salesforce - How to Create a Sharing Rule in Salesforce

Salesforce - How to Create a Sharing Rule in Salesforce: step-by-step guide

1. Go to Setup on the top right corner of the page.

2. Search for Sharing Settings in the Quick Find menu (under Security)

3. Click on “Manage sharing settings for” to reveal a dropdown.

4. From the dropdown, select the object you want to create a sharing rule for (e.g., Accounts, Contacts).

5. Click New: This will initiate the creation of a new sharing rule.

6. Define the rule and it's properties

7. Define your Rule Type.

8. Choose the users or groups who will gain access to the records based on your defined criteria.

9. Determine the level of access these users will have (e.g., Read Only, Read/Write).

10. 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").

11. Click Save to create the sharing rule. You can also activate it immediately to make it functional.

Quick answer: To create a sharing rule in Salesforce, navigate to Setup and search for Sharing Settings in the Quick Find menu. Select the desired object from the dropdown, click New, define the rule properties, rule type, user access levels, and specific sharing criteria, then click Save to activate it.