TIPS for PLANNING & CREATING Salesforce SHARING RULES
Learn how to plan, configure, and optimize Salesforce Sharing Rules to improve data visibility and strengthen security in your org with this step-by-step admin guide. In this video, we break down what sharing rules are, when to use them, and how they fit with profiles, permission sets, org-wide defaults (OWD), the role hierarchy, and restriction rules. We’ll walk through owner-based and criteria-based sharing rules, common use cases, setup steps, troubleshooting tips, and best practices for scalable access management—perfect for Salesforce Admins, System Owners, and anyone refining their security model. If you want clearer collaboration, controlled record access, and a better understanding of Salesforce security architecture, this tutorial will help you confidently create and manage sharing rules!
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