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Create Sharing Rules Based on Group Membership
For the User object, you can create sharing rules based on group membership.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create sharing rules: | Manage Sharing |
- If you plan to include public groups in your sharing rule, confirm that the appropriate groups have been created.
- From Setup, in the Quick Find box, enter Sharing Settings, then select Sharing Settings.
- In the Sharing Rules related list for the User object, click New.
- Enter the label name and rule name. The label name appears on the user interface. The rule name is a unique name used by the API and managed packages.
- Optionally, enter a description of the sharing rule, up to 1,000 characters.
- For the rule type, select Based on group membership.
-
Select which users to be shared. For Users are a member of, select a category from the
first dropdown list and a set of users from the second dropdown list or lookup field.
See Sharing Rule Categories for information on these categories.
- Specify the users who get access to the data. For Share with, select a category from the first dropdown list and a set of users from the second dropdown list or lookup field.
- Select sharing access settings for users.
- Click Save.
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