Manual sharing - Chirag-ahir/SFC-Preparation GitHub Wiki

  • Manual sharing is a fourth level in record level security. Manual sharing help us to share individual record with other user in the same org.
  • Manual sharing button will be available on object only if the OWD for that object set to Private or Public Read only.
  • Only Record owner, Record owner's manager in role hierarchy and System admin can share record using manual sharing.
  • You need to switch to classic mode to use manual sharing.
  • In public sharing model manual sharing will not work.
  • You can share record with Public Groups, Roles, Roles and Subordinates and Users.
  • You can give two types of access using manual sharing: Read Only or Read/Write

STEP1: Switch to salesforce classic mode STEP2: Go to object whom record you want to share with other user

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STEP3: Go to particular record which you want to share with others

STEP4: Find sharing button on that record and click on that to share it

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STEP5: Add Public Groups, Roles, Roles and Subordinates, Users as required

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Choose the appropriate access level wheather Read Only or Read/Write