Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Up Next in Salesforce Certified Advanced Administrator - Part 1

  • Ownership-Based Sharing Rules

    Ownership-based sharing rules allow for exceptions to organization-wide default settings and the role hierarchy that give additional users access to records they don’t own. Ownership-based sharing rules are based on the record owner only.

  • 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.

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

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