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?id=security_about_sharing_rules.htm&type=5
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
In this lesson, we look at the various teams that are available in Salesforce. We go through the process of enabling teams, adding team related lists to page layouts and assigning members to a team on accounts and opportunities.
Resource:
Add Teams to Your Accounts - https://help.salesforce.com/...
In this lesson, we round out our teams work by adding the Case Team related list to the Case page layout.
