Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Sharing rules

With sharing rules, you are in effect setting automatic extensions to your Organization-Wide Sharing Defaults settings for particular sets of users. As shown in the following screenshot, this can be considered as opening up visibility and access to records for those users.

Sharing rules apply to:

• All new and existing records owned by the specified role or group members
• Both active and inactive users

Sharing rules extend the access specified by OWDs and the role hierarchy.

Note

Sharing rules can never be stricter than your OWDs settings and allow wider data access for the included users or groups of users. To define sharing rules, navigate ...