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Manual Sharing in Salesforce

  • Deepika Khanna
  • April 19, 2022

There is no doubt in the fact that you need to share records with individual users who don’t belong to a group. Well, Salesforce provides you with a better solution to counter this situation. We bring you this blog where you will learn everything about Manual Sharing in Salesforce. Further, you can share the record with a group of individuals with different permission sets in the system.

Table of Contents

Toggle
  • What is Manual Sharing in Salesforce?
  • Access Levels of Manual Sharing
    • #1 Full Access
    • #2 Read Only
    • #3 Read/Write
    • #4 Private

What is Manual Sharing in Salesforce?

Manual Sharing is the most effective way to share a record with an individual without disclosing the entire database. The user might belong to a different class and you can’t classify his profile under a specific category. Also, Manual Sharing supports sharing data with a group of users in the organization. Salesforce Admin can easily proceed with it through the “Share” button present on the record itself.

Manual Sharing in Salesforce- My Tutorial Rack

Manual Sharing is important because it allows you to share records with users who don’t have alternate access to it. However, the following users are eligible to further share the records,

  • Owner
  • Administrator
  • User with a higher hierarchy level than the owner
  • User with Full Access

Access Levels of Manual Sharing

Moving ahead, there are four types of access levels present in Manual Sharing in Salesforce,

#1 Full Access

As the name suggests, users with Full Access have complete authority over the record. They can edit, view, delete, and even transfer the record in Salesforce. Although, these users don’t have permission to grant full access to other user profiles.

#2 Read Only

Users can only read the record but don’t have the access to edit the data stored in it.

#3 Read/Write

In addition to Read only permissions, users can even write and edit the data in the record.

#4 Private

No user can access the record within the organization.

If you want to learn more about it, enroll for our special
Salesforce Platform App Builder Certification course just for you!
We have a special discount exclusive for our readers.

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