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Considerations When Using Account Relationships and Data Sharing Rules
There are a few things to keep in mind when you use account relationships or Account Relationship Data Sharing rules.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
- Sharing rules follow our standard sharing rule procedures and aren’t the same as Account Relationship Data Sharing rules. Sharing rules allow you to provide visibility to objects. Account Relationship Data Sharing rules share specific object records with an external account if an Account Relationship is created. Deferred Sharing rules don’t affect Account Relationship Data Sharing rules.
- Account Relationship Types are dynamic picklist values. If the value you need isn’t available, go to Setup, open the Object Manager tab, and enter Account Relationship in the quick find box. Click Account Relationship | Fields & Relationships | Account Relationship Type and select New under AccountRelationshipType Picklist Values. You can also customize an existing value. You can’t replace, delete, or deactivate an Account Relationship Type picklist value used in an account relationship or Account Relationship Data Sharing rule.
- After an account relationship is saved, only its name can be updated. To make further changes, delete the account relationship and create a new one.
- Only one sharing rule can contain the same Account Relationship Type and Object Type field values. For example, you can only have one sharing rule that combines the Lead.OwnerId Object Type field value and “Distributor” Account Relationship Type field value.
- An account that is part of an account relationship can’t be deleted or merged.
- If sharing isn’t enabled for orders, then you can’t create Account Relationship Data Sharing rules for them.
- Unmanaged packages with Namespace enabled can’t contain Account Relationship Data Sharing rules that include custom objects.
- Account Relationships don’t share data owned by a queue.
- Account relationships can’t share data with accounts that use account role optimization.
- Account relationships don’t share data from High Volume Portal Users.
- If the organization-wide default sharing setting an object is set to Controlled by Parent, the object’s record data can’t be shared via an Account Relationship Data Sharing rules.
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