salesforce_security_impl_guide

Securing and Sharing Data
Editing Account Sharing Rules
Editing Account Sharing Rules
For sharing rules that are based on owner, you can edit only the sharing access settings. For sharing
rules that are based on other criteria, you can edit the criteria and sharing access settings.
1. From Setup, click Security Controls > Sharing Settings.
2. In the Account Sharing Rules related list, click Edit next to the rule you want to change.
3. Change the Label and Rule Name if desired.
4. If you selected a rule that's based on owner, skip to the next step.
If you selected a rule that's based on criteria, specify the criteria that records must match to be
included in the sharing rule. The fields available depend on the object selected, and the value
must be a literal number or string. Click Add Filter Logic... to change the default AND
relationship between each filter.
5. Select a setting for Default Account, Contract and Asset Access .
6. In the remaining fields, select the access settings for the records associated with the shared
accounts.
EDITIONS
Available in:
• Professional
• Enterprise
• Performance
• Unlimited
• Developer
USER PERMISSIONS
To edit sharing rules:
• “Manage Sharing”
Access Setting
Private
(available for associated contacts, opportunities, and cases only)
Read Only
Read/Write
Description
Users can’t view or update records, unless access is granted
outside of this sharing rule.
Users can view, but not update, records.
Users can view and update records.
7. Click Save.
Note: Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent.
Editing Account Territory Sharing Rules
For account territory sharing rules, you can edit the sharing access settings, but no other settings.
1. From Setup, click Security Controls > Sharing Settings.
2. In the Account Territory Sharing Rules related list, click Edit next to the rule you want to change.
3. Change the Label and Rule Name if desired.
4. Select the sharing access setting for users.
Access Setting
Private
(available for associated contacts,
opportunities, and cases only)
Description
Users can’t view or update records, unless
access is granted outside of this sharing rule.
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
USER PERMISSIONS
To edit sharing rules:
• “Manage Sharing”
Read Only
Users can view, but not update, records.
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