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Unlocking the Power of Manual Sharing in Salesforce: A Step-by-Step Guide

published 320 days, 1 hour, 44 minutes ago posted by DhruvDhruv 327 days, 22 hours, 35 minutes ago
Monday, April 10, 2023 3:00:18 PM GMT Sunday, April 2, 2023 6:09:56 PM GMT

The blog "Manual Sharing in Salesforce" by MyTutorialRack provides a detailed explanation of the manual sharing feature in Salesforce.

Salesforce is a customer relationship management (CRM) software that helps businesses manage their customer data and interactions. Salesforce offers various features that allow users to share records and data with other users. One such feature is manual sharing.

Manual sharing is a feature in Salesforce that allows users to share records with other users or groups of users. This feature is useful when a user wants to give specific users or groups access to a record. The blog explains that manual sharing can be done at the record level and can be controlled by the record owner.

The blog provides step-by-step instructions on how to use manual sharing in Salesforce. The first step is to navigate to the record that needs to be shared. Once the record is open, the user needs to click on the "Sharing" button located at the top of the page.

The "Sharing" button opens a sharing page that allows the user to share the record with other users or groups. The user can choose to share the record with individual users, public groups, or roles. The blog explains that sharing with roles is useful when the user wants to share the record with a group of users who have a specific job function.

Once the user has selected the users or groups to share the record with, they need to choose the level of access for each user or group. The blog explains that there are four levels of access: Read Only, Read/Write, Delete, and Transfer. The Read Only access level allows the user to view the record but not make any changes. The Read/Write access level allows the user to view and make changes to the record. The Delete access level allows the user to delete the record, and the Transfer access level allows the user to transfer ownership of the record.

The blog also provides information on how to revoke manual sharing. If a user wants to revoke manual sharing, they need to navigate back to the sharing page and remove the users or groups from the list. The blog explains that once manual sharing is revoked, the record is no longer visible to the revoked users or groups.

In conclusion, the "Manual Sharing in Salesforce" blog by MyTutorialRack provides a comprehensive guide to using manual sharing in Salesforce. The blog explains how to share records with individual users, public groups, and roles and how to choose the level of access for each user or group. The blog also provides information on how to revoke manual sharing. This feature is useful when a user wants to give specific users or groups access to a record and control the level of access they have.

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