salesforce_security_impl_guide

Securing and Sharing Data
Creating Lead Sharing Rules
–
Auto Number
– Checkbox
– Date
– Date/Time
– Email
– Number
– Percent
– Phone
– Picklist
– Text
– Text Area
– URL
– Lookup Relationship (to user ID or queue ID)
Note: Text and Text Area are case-sensitive. For example, a criteria-based sharing rule that specifies “Manager” in a text field won’t
share records with “manager” in the field. To create a rule with several common cases of a word, enter each value separated by a
comma.
Creating Lead Sharing Rules
Lead sharing rules are based on the record owner or on other criteria, including record type and
certain field values. You can define up to 300 lead sharing rules, including up to 50 criteria-based
sharing rules.
1. If you plan to include public groups in your sharing rule, confirm that the appropriate groups
have been created.
2. From Setup, click Security Controls > Sharing Settings.
3. In the Lead Sharing Rules related list, click New.
4. Enter the Label Name and Rule Name. The Label is the sharing rule label as it appears on the
user interface. The Rule Name is a unique name used by the API and managed packages.
5. Enter the Description. This field describes the sharing rule. It is optional and can contain up to
1000 characters.
6. Select a rule type.
7. Depending on the rule type you selected, do the following:
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
USER PERMISSIONS
To create sharing rules:
• “Manage Sharing”
• Based on record owner—In the owned by members of line, specify the users whose records will be shared:
select a category from the first drop-down list and a set of users from the second drop-down list (or lookup field, if your organization
has over 200 queues, groups, roles, or territories).
• Based on criteria—Specify the Field, Operator, and Value criteria that records must match to be included in the sharing
rule. The fields available depend on the object selected, and the value is always a literal number or string. Click Add Filter Logic...
to change the default AND relationship between each filter.
Note: To use a field that’s not supported by criteria-based sharing rules, you can create a workflow rule or Apex trigger
to copy the value of the field into a text or numeric field, and use that field as the criterion.
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