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Owner-based and criteria-based sharing rules

Key Takeaway

Sharing rules can only open access wider than the org-wide defaults. Use an owner-based rule to share records by who owns them, and a criteria-based rule to share records by their field values.

When the org-wide defaults keep records locked down, sharing rules automatically give groups of users extra access to those records. The two types differ in what they look at: the record's owner, or the field values on the record itself.

Sharing rules and org-wide defaults

Sharing rules can only open access wider than the org-wide defaults; they can never restrict access below them. To create a sharing rule on an object, that object's org-wide default must be Public Read Only or Private.

A sharing rule applies to all new and existing records that match it. The rule applies to both active and inactive users.

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Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example: Teams, Sharing hierarchy, public groups, org-wide defaults, sharing: roles, subordinates, role hierarchy, report and dashboard folders)

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