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Owner-Based Sharing

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Salesforce Security & Access

Salesforce Basics: Sharing Rules (Owner-Based vs Criteria-Based)

💬 In plain words: Sharing rules are standing "open the door" instructions: owner-based ( 'records owned by Team A → visible to Team B' ) or criteria-based ( 'all records where Region = North → visible to North group' ). They only widen access, never narrow it. 📌 Example: 'Records owned by Delhi Sales team → share read-only with Delhi Support team' = owner-based rule. 'All Accounts where Region = North → visible to North group' = criteria-based. Both only ADD access. Concept Sharing rules open access sideways, where the role hierarchy cannot reach. An owner-based rule shares records owned by one group or role with another group or role. A criteria-based rule shares records that match specific field values, no matter who owns them. Three core constraints: They can only widen access, never restrict it (restriction is handled by Restriction Rules). They share to public groups, role...
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