how to share accounts in salesforce

• From Salesforce Setup, enter account relationship in the Quick Find box, and then select Account Relationship Data Sharing Rule Settings . ...
• Click New.
• Enter the following information: Name: Share Opportunities Developer Name: share_opportunities Description: Sharing opportunities between accounts. ...
• Click Save.

Full Answer

How do I manually share a Salesforce account?

Manually share a record with another User or a Partner UserClick Sharing on the record you want to share.Click Add.From the drop-down list, select the type of group, user, role, or territory to add.Choose the specific groups, users, roles, or territories requiring access by adding the names to the New Sharing list.More items...

How do I share my Salesforce profile?

If you can assign all of your portal users to a known set of Roles you could then create a new Public Group ( My Name->Setup->Administration Setup->Manage Users->Public Groups ) consisting of these Roles and then base your sharing rule on it.

How do I share a contact with an account in Salesforce?

To share contact records with other users, those users must have Read permission for Contacts. When you share a contact record that has an associated account, the account is also shared only if you have permission to share account records. On a contact's detail page, click Sharing.

How do I share my credentials in Salesforce?

Setting up shared credentials In Gearset, navigate to the My account section. Select Delegate org access on the left-hand side. From the drop-down menus, choose a Salesforce org that you want to share and one of the four permission levels for each of your team members.

How do I enable sharing settings in Salesforce?

To view the sharing settings page, from Setup, in the Quick Find box, enter Sharing Settings , then select Sharing Settings. From the Manage sharing settings for dropdown list, select All Objects to view sharing settings for all objects in the organization, or select a single object.

How do I give someone access to my Salesforce dashboard?

Grant Users Access to Reports and DashboardsClick. ... In the Quick Find box, enter Profiles , then select Profiles.Click the Program Management Standard User profile.In the System section, click System Permissions.Click Edit.Select View Dashboards in Public Folders and View Reports in Public Folders.Click Save.

What is sharing setting in Salesforce?

A sharing set grants site users access to any record associated with an account or contact that matches the user's account or contact. You can grant access to records via access mapping, which defines access for each object in the sharing set.

How does sharing rules work in Salesforce?

It simply allows greater access for particular users. You can base a sharing rule on record ownership or other criteria. After you select which records to share, you define which groups or users to extend access to and what level of access they have.

What is implicit sharing in Salesforce?

Implicit Sharing is when a user gains access to a child record and also gains read-only access to the parent (e.g. a contact is assigned to a user, and thus gains read-only access to the account). Implicit sharing only has an effect when the parent object is Private and the child is not Controlled by Parent.

Can two people use the same Salesforce account?

Salesforce Usage Limits - Salesforce policy prohibits the use of login sharing, sharing of user credentials, shared logins or passwords. User logins must not be shared across multiple users.

Can 2 users have same email in Salesforce?

You can have the same email address associated with your account across multiple orgs. For example, create unique usernames like [email protected] and [email protected], for different accounts that are associated with the same email address.

How many active users can I have on Salesforce?

Add Multiple Users You can quickly add up to 10 users at a time to your organization. Your Salesforce edition determines the maximum number of users that you can add.

What is account owner?

Account owner or other criteria, including account record types or field values. Accounts and their associated contracts, opportunities, cases, and optionally, contacts and orders. Asset sharing rules. Asset owner or other criteria, including asset record types or field values. Individual assets.

Why use sharing rules?

Use sharing rules to extend sharing access to users in public groups, roles, or territories. Sharing rules give particular users greater access by making automatic exceptions to your org-wide sharing settings.

How many rules can you define for sharing?

You can define up to 300 total sharing rules for each object, including up to 50 criteria-based or guest user sharing rules, if available for the object. You can create these types of sharing rules. Your org could have other objects that are available for sharing rules. Type. Based On.

What is a guest user sharing rule?

A criteria-based sharing rule determines with whom to share records based on field values. A guest user sharing rule is a special type of criteria-based sharing rule and the only way to grant record access to unauthenticated guest users. Guest user sharing rules can only grant Read Only access.

Can you use Apex to share custom objects?

Developers can use Apex to programmatically share custom objects based on record owners but not other criteria. Sharing Rule Types. You can base a sharing rule on record ownership or other criteria. Create Owner-Based Sharing Rules. An owner-based sharing rule opens access to records owned by certain users.

Can you grant access to a record using a sharing rule?

It simply allows greater access for particular users. You can base a sharing rule on record ownership or other criteria.

Can you edit a sharing rule?

For a sharing rule based on owner or group membership, you can edit only the sharing access settings. For a sharing rule based on other criteria, you can edit the criteria and sharing access settings. Sharing Rule Considerations. Review the following notes before using sharing rules. Recalculate Sharing Rules.