Define the default access level for an object’s records with organization-wide sharing settings. Organization-wide sharing settings can be set separately for custom objects and many standard objects, and you can set different levels of access for internal and external users.
For most objects, organization-wide sharing settings can be set to Private, Public Read Only, or Public Read/Write. In environments where the organization-wide sharing setting for an object is Private or Public Read Only, an admin can grant users additional access to records by setting up a role hierarchy or defining sharing rules. However, sharing rules can only be used to grant additional access—they can’t be used to restrict access to records beyond what was originally specified with the organization-wide sharing defaults.
Resource:
Organization-Wide Sharing Defaults - https://help.salesforce.com/articleView?id=security_sharing_owd_about.htm&type=5
Organization-Wide Default Access Settings - https://help.salesforce.com/articleView?err=1&id=sharing_model_fields.htm&type=5
In this lesson I introduce you to Roles and the Role Hierarchy.
Resource:
Create a User Role https://help.salesforce.com/articleView?id=admin_roles.htm&type=5
In this lesson, I demonstrate how to add new roles and edit existing ones. I always advise that you record your current Role Hierarchy via a screen capture or print out before making changes to it.
In this lesson, we navigate down to the Sharing Rules section of the Sharing Settings screen. It is here that you can create Sharing Rules for an object. I run through the various steps of creating the Sharing Rule in this lesson.
Resource:
Sharing Rules https://help.salesforce.com/articleView?...
