salesforce_security_impl_guide

Securing and Sharing Data
Editing Campaign Sharing Rules
Editing Campaign 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 Campaign 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 the sharing access setting for users.
EDITIONS
Available in: Professional
Edition for an additional cost,
and Enterprise,
Performance, Unlimited,
and Developer Editions
USER PERMISSIONS
To edit sharing rules:
• “Manage Sharing”
Access Setting
Read Only
Read/Write
Full Access
Description
Users can view, but not update, records.
Users can view and update records.
Any user in the selected group, role, or territory can view, edit,
transfer, delete, and share the record, just like the record’s
owner.
With a Full Access sharing rule, users can also view, edit, delete,
and close activities associated with the record if the
organization-wide sharing setting for activities is Controlled
by Parent.
6. Click Save.
Editing Custom Object 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 Sharing Rules related list for the custom object, 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.
EDITIONS
Available in:
• Enterprise
• Performance
• Unlimited
• Developer
• Database.com
USER PERMISSIONS
To edit sharing rules:
• “Manage Sharing”
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