Salesforce: Sharing Cheat Sheet

Awesome writeup.

The Silver Lining

Sharing is caring.

Sharing is complex, but necessarily so. It gives you incredibly fine-grained control over data access through it’s flexibility but requires quite a deep understanding to do it properly.

There are great articles out there that describe sharing in detail e.g.

Force.com object and record level security

An Overview of Force.com Security

I don’t want to recreate what’s in those articles, instead I’m providing a short, sharp cheat sheet of the major topics you need to understand. So without further ado…

Sharing Cheat Sheet

Sharing Metadata Records

  • “Object[Share]” for standard objects
  • “Object[__Share]” for custom objects
  • Fields: access level, record ID, user or group ID
  • Share records are not created for for OWDs, role hierchies or the “View All” or “Modify All” permissions

Implicit Sharing

  • For Accounts, Contacts, Cases and Opportunities only.
  • A platform feature, cannot be disabled.
  • Access to a parent account—If you have access to a child…

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