The Sharing Rules report—one of the portal health check reports—lists all sharing rules that give portal users access to records they don't own. It shows how many portal users can access records as a result of each sharing rule, and lets you edit access levels for each rule. For some user sets (like groups, roles, and territories), you can drill down to detail pages, and edit, delete, or manage the users in the set.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Enterprise, Performance, Unlimited, and Developer Editions|
|To view portal health check reports:||“Customize Application”|
“Modify All Data”
|To create and edit sharing rules:||“Manage Sharing”|
To view this report:
- From Setup, enter Portal Health Check in the Quick Find box, then select Portal Health Check.
- Click Sharing Rules.
The Number of Portal Users Affected column shows the number of portal users who can get access as a result of the sharing rule. This number includes users specified in the rule and, if Grant Access Using Hierarchies
is enabled for the object, any portal users above them in the role or territory hierarchy. If any users in this set have enabled object permissions (“Read,” “Create,” “Edit,” or “Delete”), they can access records exposed by the rule.
- The Sharing Rules report doesn't include criteria-based sharing rules.
- The Sharing Rules report doesn't check portal users' object permissions. You can view the specific object permissions granted to portal profiles in the Object Access and Field-Level Security report.
From the report page, you can:
- Change the access level in a sharing rule by clicking Edit, then changing the settings on the sharing rule edit page.
- View the details of a user set in a sharing rule by clicking the link in the Owned By or Shared With column.
- Show a filtered list of items by selecting a predefined view from the drop-down list.
- Return to the list of reports by clicking Back to list: Portal Health Check Reports.
Account and account territory sharing rules can grant access to contacts, opportunities, and cases associated with the shared accounts. The Sharing Rules report shows access levels only for top-level objects, not associated objects.