Manual sharing behavior on ownership transfer
Key Takeaway
By default, an owner change deletes a record's manual shares, including the ones the previous owner created, unless "Keep manual shares when transferring records" is enabled.
Manual sharing lets a user give other users, public groups, or roles access to a single record. It is meant for one-off exceptions to the sharing model. Manual shares are tied to the record's ownership, so an owner change can remove access that users relied on.
When to use manual sharing
Use manual sharing to grant access to one record when sharing rules or other features can't give the intended access. Some examples:
- Sharing a single opportunity with a coworker
- Sharing records for a special project
- Sharing records so a coworker's work is covered while they are away