What are the different types of sharing rules in Salesforce? - ProProfs Discuss
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What are the different types of sharing rules in Salesforce?

This question is part of SalesForce Administration Test ADM-201 Part 2
Asked by Wyatt Williams, Last updated: Oct 21, 2020

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2 Answers

M. Klose

M. Klose

M. Klose
M. Klose, Content Writer, Oakland

Answered Nov 05, 2018

Salesforce has different sharing rules when it comes to which users can have access to certain things in Salesforce. In a company, there are many people that need access to certain records or information. However, Salesforce has put into place certain rules for sharing most likely so that it makes it safe and not as risky. There are two main types of sharing in Salesforce. One is called manual sharing and in that kind of sharing you have complete access to the records and allow certain others to share them.

However, in order to do that, you must have the right to do the sharing. The other type is called automatic sharing. The requirements for security are found with this one person. The different types of sharing rules are called case sharing rules.

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John Smith

John Smith

John Smith
John Smith

Answered Oct 06, 2016

1. Case Sharing Rules
2. Lead Sharing Rules
3. Campaign Sharing Rules
4. Custom Object Sharing Rules

Case Sharing rules is based on who owns the case. Set default sharing access for individual cases and associated accounts. Solutions are shared from cases. Lead sharing rules are based on who owns the lead. Set default sharing access to individual leads Campaign Sharing rules based on who owns the campaign. Set default sharing access for individual campaigns. Custom object sharing rules based on who owns custom objects. Set default sharing access to individual custom object records.

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