1.

How many ways we can share a record?

Answer»

With the help of the given below methods we can share records in Salesforce:

Role hierarchy:

  • Whenever a user is added to a role, the user above the current user in the hierarchy of roles will have access to reading the records and inheriting the permissions.
  • Follow the steps for role hierarchy: GO to Setup → FIND manage users' → roles → set up roles → click on ‘add role’ → provide name and click on save.

OWD:

  • OWD(Organization-Wide Defaults) allows you to give permissions to the organization-wide and to define baseline setting for the organization. It is also HELPFUL in defining the user’s accessibility level to the user where a user can see other user’s records.
  • OWD settings can be Public Read Only, Private, Public Read, and Write.
  • Follow the steps for OWD: Go to Setup → find the Security Controls → click on ‘sharing settings’ → click on ‘Edit.

Manual sharing:

  • Manual sharing is sharing a single record/file to a single user or group of users through manual access.
  • We can see a BUTTON for manual sharing on the detail page of the record and it can be seen only when the OWD setting is private.

Criteria based sharing rules:

  • If we want to share records based on conditions such as share records with a group of users with the criteria of the country is India.
  • Follow the steps for criteria-based sharing rules: Go to Setup → security controls → sharing settings → select the object and provide name and conditions then click on save.

Apex sharing:

  • Sharing object is available for each and every object in Salesforce. For example, the Account object’s share object is AccountShare.
  • By using Apex, if we want to share the records then we have to create a record to the shared object.


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