Salesforce Developer Data Security Share Records Manually
salesforce-developer-data-security
Steps to share a record manually
Extra discussion
// Salesforce - Developer - Data Security - Share Records Manually:
A record owner can share individual records with other users by using the Share
button on the record. This method of granting access is also known as a manual
share. In some cases, granting access to one record includes access to all its
associated records. For example, if you grant another user access to an account,
the user will automatically have access to all the opportunities and cases
associated with that account.
Sometimes it’s impossible to define a consistent group of users who need access
to a particular set of records. In those situations, record owners can use
manual sharing to give read and edit permissions to users who would not have
access to the record any other way. Although manual sharing isn’t automated
like organization-wide sharing settings, role hierarchies, or sharing rules,
it gives record owners the flexibility to share particular records with users
that need to see them. Furthermore, record owners can easily remove the manual
shares if the access is not needed anymore.
To grant access to a record, you must be one of the following users:
1. The record owner
2. A user in a role above the owner in the hierarchy (if your organization’s
sharing settings control access through hierarchies)
3. Any user granted “Full Access” to the record
4. An administrator
page revision: 5, last edited: 14 Dec 2016 23:26