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Q:

What are the different ways to share a record in Salesforce?

  • Pankaj Sharma
  • May 13, 2024

1 Answers

A:

Some of the ways of sharing the records are as follows:

  • Manual sharing : By clicking Sharing on the record, selecting the access level, adding groups, users, roles, or territories, and saving the changes, you can grant access to a single record
  • Sharing rule : Set guidelines to grant access to documents based on the criteria of the record or the owner of the record
  • Share group : Expand Sharing Sets' capabilities to include several Experience Cloud sites
  • Apex managed sharing : Records linked to custom objects can be shared programmatically.
  • Nilankur Das
  • May 13, 2024

0 0

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