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Sharing Rules
Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions See Sharing Rule Considerations for more information on availability. |
Watch how you can grant access to records using sharing rules.
Like role hierarchies, a sharing rule can never be stricter than your org-wide default settings. It simply allows greater access for particular users.
You can base a sharing rule on record ownership or other criteria. After you select which records to share, you define which groups or users to extend access to and what level of access they have. For example, you create a sharing rule that grants read only access to all leads owned by users in the Marketing Team role with users in the Sales Rep role for easier collaboration. Or, you create a rule that grants read and write access to any cases labeled as "Urgent" with a public group that contains users with specialized knowledge.
You can create sharing rules for custom objects and many standard objects, and different types of sharing rules depending on the object. For example, for accounts, you can create rules based on the account owner or other criteria, including account record types or field values. You then set the access level for accounts and their associated contracts, opportunities, cases, and optionally, contacts and orders.
The objects available for sharing rules depend on which Salesforce editions and features you have. You can see which objects are available on the Sharing Settings Setup page. You can define up to 300 total sharing rules for each object, including up to 50 criteria-based or guest user sharing rules, if available for the object.
- Sharing Rule Types
You can base a sharing rule on record ownership or other criteria. - Create Sharing Rules
You can create sharing rules based on the record owner or other criteria, and sharing rules that grant record access to unauthenticated guest users. You can also create sharing rules based on group membership for the User object. - Sharing Rule Categories
When you define a sharing rule, you can choose from the following categories in the owned by members of and Share with dropdown lists. Depending on the type of sharing rule and the features enabled for your organization, some categories may not appear. - Edit Sharing Rules
For a sharing rule based on owner or group membership, you can edit only the sharing access settings. For a sharing rule based on other criteria, you can edit the criteria and sharing access settings. - Sharing Rule Considerations
Review these considerations before using sharing rules.
