Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Ownership-Based Sharing Rules

Salesforce Certified Advanced Administrator - Part 1 • 10m

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Criteria-Based Sharing Rules

    In this lesson, I create a criteria-based sharing rule. We specify that any accounts that are named Sony or have a Start Year of 2018 should be shared with the Director, Channel Sales Role and Subordinates. We also create a new ownership-based sharing rule to better fit our scenario and to replac...

  • 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.

  • 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.