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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Toc

Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Sharing rule


To open record-level access for groups of users, role, or role and subordinates outside of the OWD, you can use the sharing rule. The sharing rule is used to open up access; you can't restrict the access using the sharing rule. Salesforce has the following types of sharing rules:

  • Criteria-based sharing rule: If you want to share the records based on the field values in the record, then you have to use a criteria-based sharing rule. For example, let's say you use a lead object to better manage prospects. A criteria-based sharing rule could share all lead records in which the Country field is set to India with all sales reps from APAC. You can have a maximum of 50 criteria-based sharing rules per object.

  • Owner-based sharing rule: If you want to share the records based on the owner of a record, then you have to use an owner-based sharing rule. For example, let's say you use an account object to better manage customers. An owner-based sharing rule could share all account records...

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