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Restriction rules versus sharing rules

Key Takeaway

Sharing rules add access on top of the org-wide defaults. Restriction rules filter the records a user can already reach.

Sharing rules and restriction rules both control which records a user can see, but they work in opposite directions. Sharing rules open up access beyond the org-wide defaults for chosen groups of users. Restriction rules sit on top of all sharing and filter the records a user can already reach down to only the ones that match criteria you set.

How record access builds up

Record access starts with org-wide defaults, which set the baseline access users have to records they don't own. Role hierarchies, sharing rules, and manual sharing then add access on top of that baseline.

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