Sharing Rule Automation
Automate Salesforce sharing rules, OWD configuration, and record access auditing with AI.
Sharing Rule Automations
4 playbooksAccess Audit
Audit effective record access across users, roles, and sharing rules in Salesforce. Clientell AI maps who can see what and why.
Criteria-Based Automation
Generate criteria-based Salesforce sharing rules from access requirements. Clientell AI builds sharing configurations from plain-English descriptions.
OWD Configuration
Analyze and configure Salesforce org-wide defaults based on security requirements. Clientell AI recommends OWD settings aligned with your access model.
Recalculation Management
Monitor and manage sharing rule recalculation after hierarchy or OWD changes without locking your Salesforce org.
Other Salesforce Objects
View all →Ready to automate?
Deploy Sharing Rule automations
in minutes, not weeks
Describe what you need in plain English and let Clientell's AI agent handle the Salesforce configuration for Sharing Rule records.
14-day free trial · No credit card required · SOC2 certified