Quick summary
A Salesforce sharing rule lets admins extend record access beyond the default org-wide defaults by sharing based on record ownership or field criteria. This step-by-step guide walks through locating Sharing Settings, selecting an object, and saving a new rule with the correct access level.
Steps
- Go to Setup in the top right corner of the Salesforce page.
- Search for Sharing Settings in the Quick Find menu under Security.
- Click "Manage sharing settings for" to open the object dropdown.
- Select the object you want to create a sharing rule for, such as Accounts or Contacts.
- Click New to initiate the creation of a new sharing rule.
- Define the rule and its properties in the configuration panel.
- Define your Rule Type — choose between owner-based or criteria-based sharing.
- Choose the users or groups who will gain access to records based on your defined criteria.
- Determine the level of access these users will have, such as Read Only or Read/Write.
- Review the sharing rule type examples: Owner-Based Sharing shares records by owner, while Criteria-Based Sharing shares based on specific field values.
- Click Save to create the sharing rule and activate it to make it functional immediately.
