In the External Sharing related list, click the forward button. For example, on an opportunity, click Forward this Opportunity. Select the connection (s) that you want to forward the record to in the Available Connections list.
- From Setup, enter Sharing in the Quick Find box, then select Sharing Settings.
- Click New under Opportunity Sharing Rules, and enter the following. Label: Share Edge Opportunities. Rule Name: [autopopulates] Rule Type: Based on record owner. ...
- Click Save.
How to integrate external data sources with Salesforce?
In Setup, you have all the tools you need to create your data model and integrate your external data sources, so you have all your data in a single location. 2. Meet Salesforce Connect. Using an oData protocol, Salesforce Connect allows you to integrate external data sources with point-and-click simplicity.
What is an external object in Salesforce connect?
Now you have your external data at your fingertips as an external object inside Salesforce. External objects act like custom objects, giving you the ability to query and relate them to other objects. Want to know more about Salesforce Connect?
What do I get with a Salesforce setup?
In Setup, you have all the tools you need to create your data model and integrate your external data sources, so you have all your data in a single location. 2. Meet Salesforce Connect.
How do I share files in the Salesforce feed?
All files shared in the feed are either copies or references, as determined by your admin. While authoring a post, click File above the feed, and then click Select a file from Salesforce. In the left column, click the external source, such as SharePoint. Next to the file you want to share, click Attach.
How do I share data in Salesforce?
To specify record-level security, set your organization-wide sharing settings, define a hierarchy, and create sharing rules.Organization-wide sharing settings. ... Role hierarchy. ... Sharing rules. ... Manual sharing. ... User sharing. ... Apex managed sharing. ... Restriction rules. ... Scoping rules.
How do I give access to an external user in Salesforce?
Select the profiles that you want the delegated external user administrator to manage. In the Delegated External User Permission Sets, click Edit. Select the permissions that you want the delegated external user administrator to manage. Save your work.
How does Salesforce connect to external data?
See Set Up Salesforce Connect to Access External Data with a Custom Adapter.From Setup, enter External Data Sources in the Quick Find box, then select External Data Sources.Click New External Data Source, or click Edit to modify an existing external data source.Select the authentication protocol. ... Click Save.More items...
How many ways can you share data in Salesforce?
If the Organization-Wide Settings (OWD) in your Salesforce Org is set to anything other than “Public Read/Write” for any of the standard or custom objects then it is more than likely that you will need to setup some sharing rules to share these records with other users.
How do I enable manage external users?
Click Manage External Account. Select Enable as Partner. Navigate to the Contact record that is related to the Partner Account. The 'Manage External Users' button should now be visible.
What is external users in Salesforce?
What Is an External User and External License? Salesforce customers who want to create an experience connected to their CRM data for their end customers, prospects, partners, brokers, dealers, and other external stakeholders use external licenses to provide access.
What is external data sources in Salesforce?
An external data source specifies how to access an external system. Salesforce Connect uses external data sources to access data that's stored outside your Salesforce organization. Files Connect uses external data sources to access third-party content systems.
How does Salesforce Connector work?
Salesforce Connect provides seamless integration of data across system boundaries by letting your users view, search, and modify data that's stored outside your Salesforce org. For example, perhaps you have data that's stored on premises in an enterprise resource planning (ERP) system.
What is OData Salesforce?
OData is an open standard that allows object definitions to be published, queried and updated. The OData specification and metadata describes object relationships, simple and complex types, and a query language.
Who can manually share records Salesforce?
Records can be shared manually with groups, roles, roles & subordinates, and individual users.
Which 2 methods can be used to share records using sharing rules?
There are basically two types of sharing rules in Salesforce based on which records should be shared:Owner-based Sharing Rules.Criteria-based Sharing Rules.
What is difference between with sharing and without sharing in Salesforce?
The sharing setting of the class where a method is defined is applied, not of the class where the method is called from. For example, if a method is defined in a class declared as with sharing is called by a class declared as without sharing , the method executes with sharing rules enforced.
What is external data in Salesforce?
External objects act like custom objects, giving you the ability to query and relate them to other objects.
What is Salesforce Connect?
Inside Salesforce Connect, you identify the end point from which you want to bring in data. Then you can reference data in real time from SAP, other Salesforce orgs, and more. All you need is a URL.