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?...
Records can be manually shared with other users. And now with the Spring '21 release, you can share records in Lightning.
Resource:
Share Records with Manual Sharing https://help.salesforce.com/articleView?id=release-notes.rn_forcecom_manual_sharing_lex.htm&type=5&release=230
