Live stream preview

Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Criteria-Based Sharing Rules

Salesforce Certified Advanced Administrator - Part 1 • 11m

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Manual Sharing

    In this lesson, I manually share an account record with other users, after first confirming through the Sharing button that they don’t already have access through some other means.

    Resources:
    Lightning Sharing App on the AppExchange - https://appexchange.salesforce.com/appxlistingdetail?listingI...

  • Teams Access

    In this lesson, we look at Team Access – specifically related to Account Teams, Opportunity Teams and Case Teams. We enable Account Teams and Opportunity Teams. We also cover how to specify default Account and Opportunity Teams. 

  • Record Ownership and Queues

    In this lesson, we go over record ownership and queues. 

    Every record must be owned by a single user or a queue. The owner has access to the record, based on the Object Settings for the owner’s profile. For example, if the owner’s profile has Createand Read permission on an object, but not Edit...