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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Sharing rules


With sharing rules, you are, in effect, setting automatic extensions to your organization-wide sharing settings for particular sets of users. As shown in the following screenshot, this can be considered to open up visibility and access to records for these 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 OWD 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 you 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 objects...

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