Sharing Rules: Why They Are Essential for New Lightning Experience Administrators

Why Sharing Rules Are Important

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Question

FILL BLANK - Why are Sharing Rules used?

Explanations

See the answer below.

To open up access to records you wouldn't naturally get through Organization Wide, Defaults and RoleHierarchy.

They are the exceptions to the Organization Wide Defaults.

Sharing Rules are used in Salesforce to grant access to specific records to users or groups of users who don't have access to those records through their organization-wide sharing settings or other sharing mechanisms like role hierarchy, sharing groups, or manual sharing.

In other words, Sharing Rules allow administrators to selectively share records with specific users or groups based on criteria that they define.

For example, an organization may have a default sharing setting that allows all sales representatives to view and edit all the opportunities in the organization. However, there may be a few sensitive opportunities that should only be visible to a specific group of sales representatives. In this case, an administrator can create a Sharing Rule that grants access to those specific opportunities based on certain criteria like the opportunity owner, stage, or amount.

Sharing Rules provide a way for organizations to maintain data security and confidentiality while also allowing selective access to certain records. They can be created for standard and custom objects, and they are a powerful tool for administrators to fine-tune access to sensitive data.