How To Create A Sharing Rule In Salesforce

How To Create A Sharing Rule In Salesforce

1. Log In to Salesforce: Access your Salesforce account.
2. Go to Setup: Click on the gear icon in the top right corner.
3. Search for Sharing Settings: Type "Sharing Settings" in the Quick Find box.
4. Select Sharing Rules: Scroll down to the Sharing Rules section.
5. Click New: Start creating a new sharing rule.
6. Choose Rule Type: Select either "Owner-based" or "Criteria-based" sharing rule.
7. Name Your Rule: Give your sharing rule a descriptive name.
8. Select Object: Choose the object for which you want to create the rule.
9. Define Rule Criteria: Set the criteria for sharing records.
10. Select Users to Share With: Choose the users or groups who will receive access.
11. Set Access Level: Define the level of access (Read Only or Read/Write).
12. Save the Rule: Click the Save button to finalize your sharing rule.
13. Test the Rule: Verify that the sharing rule works as intended.