Configure Sharing Settings for Flexible Hierarchies
Your organization-wide default sharing settings give you a baseline level of access for
each object and help you to extend that level of access to your users.
Required Editions
Available in: Lightning Experience
Available in: Unlimited and Agentforce Editions
User Permissions Needed
To create sharing rules:
Manage Sharing
In Setup, review the default organization-wide sharing settings for the objects that Flexible
Hierarchies uses. Edit them to extend or restrict access as needed. You can also use permission
sets, sharing rules, role hierarchies, or manual sharing to fine-tune access beyond the
organization-wide default options.
From Setup, search and select Sharing Settings.
Review the object's Organization-Wide Defaults. Share the records of the object with
required users according to your business requirements.
Object Name
Default Settings
Recommendations
Flexible Hierarchy
Default Internal Access: Private
Private
To make the Flexible Hierarchy Validation Job Run object records visible to other admins,
set these organization-wide default sharing values.
Object Name
Default Settings
Recommendations
Flexible Hierarchy Validation Job Run
Default Internal Access: Private
Public Read Only OR Public Read/Write
Review the sharing settings for Flexible Hierarchy Node Summary records. You can use an
independent sharing model for these records or inherit access from the Flexible Hierarchy.
Follow standard platform access patterns to restrict access to sensitive summary data.
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