Do You Want to Create Sharing rules in Salesforce? Follow This

Do you want to create your own sharing rules in the Salesforce? Do you want to build your own application and add sharing rules to it? Let us help you in understanding the importance of sharing rules in Salesforce. Do you want to know how to create these sharing rules? If you are trying to find answers to these questions, then you are certainly at the right place. Most of the users want to get the horizontal access to all the user’s records. Keeping this in mind, you can easily enjoy the benefit of sharing rules in Salesforce. Read on to know how to create sharing rules and make the most of them.

Creating Sharing Rules in the Salesforce Platform

Let’s dig deep into it and know how to create the beneficial sharing rules in the Salesforce platform. Before heading for sharing rules, it is essential for you to understand the concept of the groups, especially the public group. The public group refers to the collection of various subgroups, roles assigned to individuals, subordinates, users, and the data they share in common.

Follow the steps to create sharing rules in your Salesforce Organization.

1. Navigate to the “Setup” option and access the “Find box” in order to search for the appropriate public groups.
2. Now select the “NEW” Option. A dialog box pops up and opens the list of all the new members that are recently added in the group along with their membership pages.
3. You can select other groups, roles, subordinates, etc., depending on your choice from the public group.
4. Once you have selected your choice of item, you can allocate the label reviewers in your sharing rule.
5. After assigning the label reviewers, the group’s name automatically appears as soon as you click on it. The name is assigned by the API packages itself.
6. Select rules from the Menu Bar (click on the drop-down Menu).
7. You can choose various roles and click on the “Add” option located at the end of the page from the lists of members.
8. Now, go back to the list and select roles along with subordinates at the same time.
9. Select the “Recruiting Manager” option and then “Add” it to your rules from the lists of members available.
10. Once the public group is created, you will be able to further define its sharing rules as you wish.

With the help of public groups, it’s easy to create the sharing rules and understand its importance in the later stages. This is known to be the best practice followed by the huge organizations and business ventures where data has to be maintained and stored for a longer period. It is highly recommended to create more than one sharing rules for different public groups, users, roles of individuals, etc, to make your job easier.

When you begin researching about the knowledge database of sharing rules, you will get to know that there are two main prominent objects that require sharing rules for the public groups. These objects are termed as “Job Application” and “Review Objects”. The best part is both the objects can be populated under one group in a particular section of a detailed view of the master-slave relationship.

In brief, the review object can inherit the same settings that are used for the job application object. As you are aware both the hiring managers as well as the recruiters require access to the job applications and the reviews, you must define the public group. This process of defining is for all the reviewers which include the managers as well as the recruiters too.

Importance of Sharing Rules in The Salesforce Platform

Now you should know how to create the sharing rules in the Salesforce platform and must have understood that these sharing rules are basically security components. Let’s understand the importance of sharing rules. These sharing rules are necessary for defining the levels of accesses to the huge amount of data whenever the hierarchy of roles accepts vertical access to the information. However, it is determined that most of the companies still face situations where they need to restrict certain information accesses depending on their roles. For example, if you are a marketing manager and require appropriate data in order to take an effective decision, the information you are searching for will be accessible by the sales managers only. You will need to extend your accesses to the marketing managers with the assistance of sharing rules in the Salesforce platform for all the reviewers to make sure that the market managers also view the data.

Conclusion

It can be said that Salesforce.com is very effective platform to create your own applications. However it is essential for you to make impactful sharing rules as well that would help you in sorting out the access.