How to learn Manual & Apex Managed Sharing in Salesforce?
Manual Sharing is used to share the record Manually. For Example, you are working on an Opportunity record and You need help from your colleague. In this case, you can share the record with him/her and take the help.
Dear #Ohana,
In this video, we will talk about Manual Sharing and Apex managed Sharing.
Manual Sharing
Manual Sharing is used to share the record Manually. For Example, you are working on an Opportunity record and You need help from your colleague. In this case, you can share the record with him/her and take the help.
Manual Sharing is not available for Lightning Experience
Click here for Manual Sharing for Salesforce Lightning.
Apex Managed Sharing
- Apex Managed Sharing only works when the OWD is either private or Public Read Only.
- Apex Managed Sharing is used to share the records when you can not use Sharing rules.
- We do insert the Share Record using Apex trigger/class.
- Maintained across ownership changes
- Requires “Modify All” permission
In the video, I was showing when the Share Object will be available or not. So if the Object Have Any active Rule then Share Object will always be available no matter what OWD is.
Sharing Object Data Model
- “Object[Share]” for standard objects
- “Object[__Share]” for custom objects
- Fields: access level, record ID, the user or group ID
- Share records are not created for OWDs, role hierarchies, or the “View All” or “Modify All” permissions
Here is the full video for you where we have done the practical implementations.
Thanks for Reading 🙂 Sharing is Caring 😉
#AwesomeAdmin #Salesforce #SalesforceSecurity
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With how many users we can manually share 1 record? I mean is there any limit on No. of users while doing manual sharing?
I have not seen any such limit so far.
In apex sharing, when I am inserting the sharing record , I am getting the error of insufficient access rights on cross reference id. Do you have any idea why is this happening?
Probably you do not have access to the record you are sharing
Hi Amit.
In a note you have mentioned that if an object has any active sharing rule, an __share object will be created no matter what OWD is. I’ve tried it but doesn’t seem to be working.
These are my sharing settings for the object:
Default Internal Access: Public Read/Write
Default External Access: Public Read/Write
Grant Access Using Hierarchies: yes
Sharing Rule: share records owned by a public group to another public group with access Level as Read/Write.
Am I doing something wrong ?
Hello Pratap,
If your OWD is Public Read Only or Private and You have created the Sharing Rule then the Share Object will appear. And after that, if You have changed the OWD to Public Read Write the Share Object Will to be there. On the other hand if the the OWD is Public Read Write then share object will not be visible