What is a sharing rule in Salesforce?
A sharing rule is based on the record owner or other criteria, including record type and certain field values. 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.
How to add records to a queue in Salesforce?
Automatically: Assignment Rules can add records to a Queue when they are created, based on specific record criteria. Manually: change the record owner of the record to the Queue (which will appear like a user), eg. change the Lead Owner of the Lead to the Queue. Salesforce always gives us great features.
What happens when I delete or modify a sharing rule?
When you delete a sharing rule, the sharing access created by that rule is automatically removed. When you modify which users are in a group, role, or territory, the sharing rules are reevaluated to add or remove access as necessary.
What are push notifications in Salesforce?
Push notifications are alerts that appear on a mobile device when a user has installed Salesforce for Android or iOS but isn’t using it. These alerts can consist of text, icons, and sounds, depending on the device type.
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.
What happens when you delete a sharing rule?
When you delete a sharing rule, the sharing access created by that rule is automatically removed. When you modify which users are in a group, role, or territory, the sharing rules are reevaluated to add or remove access as necessary.
Can you restrict access to data under your organization-wide default levels?
General Considerations. You can use sharing rules to grant wider access to data. You can’t restrict access below your organization-wide default levels. To create sharing rules, your organization-wide defaults must be Public Read Only or Private. If multiple sharing rules give a user different levels of access to a record, ...
Can you share records owned by high volume users?
You can share records owned by high-volume users in guest user sharing rules. Some users created for org or app maintenance, such as Automated Process and License Manager users, can't be included in sharing rules. You can’t use encrypted fields in criteria-based sharing rules.
Can you share a high volume user?
However, you can’t include high-volume community or site users in owner-based or criteria-based sharing rules because they don’t have roles and can’t be in public groups. You can share records owned by high-volume users in guest user sharing rules.
Can you change the share with field settings in a sharing rule?
Once a sharing rule has been saved, you can’t change the Share with field settings when you edit the sharing rule.
Can you restrict access to data using sharing rules?
You can use sharing rules to grant wider access to data. You can’t restrict access below your organization-wide default levels. To create sharing rules, your organization-wide defaults must be Public Read Only or Private.
Can chatter users be included in owner based rules?
For this reason, high-volume community or site users, Chatter External, and Chatter Free users can't be included in owner-based or criteria-based sharing rules.
The basics of sharing
There are three different ways to share content with other people, and all of them are available through the “Share” button at the top right corner of your document window.
Sharing with people outside of your organization
Collaboration isn't just about what happens on your team. That's why we've made it as easy to share with people outside of your company as it is to share within it. Here's how, always starting from the “Share” menu:
A little more about sharing links with external users
An external user’s permissions level is dependent on having a account:
Using Restricted External Sharing
If your company is using Quip Enterprise Tier, it has the option to disable external sharing, or to restrict external sharing to an allowlist of permitted collaborators. If your company has enabled this setting, you won't be able to share documents with anyone outside your company, unless your administrator has added them to the allowlist.
A note about shared folders
Say you’d like to share a nested sub-folder with an individual without providing access to the entire top-level folder. Yikes, sounds more like inception than document sharing. Take a deep breath, keep calm — here’s how to do it:
How do I request access to something I don't have access to?
Occasionally, you'll find yourself following a link to a document you don't have access to. Don't fret! If you want to request access, it's easy enough to do so. Just click the “Request Access” button that shows up when you try to visit the link.
How do I remove access to a document, spreadsheet, folder, or chat room?
The best way to un-share something depends on how you shared it in the first place.
What is Salesforce notification?
Notifications let your users know when certain events occur in Salesforce. For example, notifications let users know when they receive approval requests or when someone mentions them in Chatter.
What is push notification?
Push notifications are alerts that appear on a mobile device when a user has installed Salesforce for Android or iOS but isn’t using it. These alerts can consist of text, icons, and sounds, depending on the device type.
Concurrent API Request Limits
Here are the allocations for various types of orgs for concurrent requests (calls) with a duration of 20 seconds or longer:
Increasing Total API Request Allocations
The calculation of the API request amounts based on user licenses is designed to allow sufficient capacity for your org based on your number of users. If you need a higher amount and you don’t want to purchase extra user licenses or upgrade to Performance Edition, you can purchase extra API calls.
Length of Stored Third-Party Refresh and Access Tokens
Salesforce stores up to 2,000 characters for each third-party access token and 1,024 for each refresh token.
What is queue in CRM?
Queues are like holding areas in your CRM, where records wait for a user to pick them up, assign them to an owner and work on processing them. You can use Queues for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects – just like a List View on that object.
Why can you think of a queue as a user?
You can think of the Queue as a user because it shares the same characteristics as a record owner. You can add records to a queue: Automatically: Assignment Rules can add records to a Queue when they are created, based on specific record criteria.
Why use queues in teams?
Queues help your teams to manage shared workload easier. You can use Queues for managing cases, leads, tasks, contact requests, orders, service contracts, knowledge articles, and custom objects.
Can sales reps assign tasks to a queue?
Now Sales reps can can assign tasks to a queue via an Activity Quick Action on Lightning record pages or Global Quick Actions, when they create a task. Learn more about Quick Actions and Global Actions.
Can an admin join a queue?
An Admin can choose which users can join Queues as Queue Members. These can be added as: Members of the Queues are free to accept records from the Queue. The records remain in the Queue until a user accepts them or they are transferred to another Queue.
