Skip to main content
Security

What is Sharing Rule in Salesforce?

A Sharing Rule in Salesforce automatically extends record access to specific groups of users beyond what Organization-Wide Defaults and the role hierarchy provide.

Clientell AI, the AI Salesforce admin, audits your Sharing Rule setup in a read-only scan, then drafts the fixes for you to approve. See permission management

Try it in Clientell AI

“Audit my Sharing Rule setup: show where access is too open, list who has more than they need, and draft fixes for me to approve.”

Clientell reads your org first, drafts every change, and changes nothing until you approve. Platform deployments include rollback. How security works.

Start the 14-day free trial, no card

Term Context

Category

Security

7 terms in this category

Related Terms

4

connected concepts

Glossary

66

total definitions

How does Sharing Rule work in Salesforce?

Sharing rules are the primary mechanism for opening access when OWD is set to Private or Public Read Only. They come in two types: ownership-based sharing rules (share records owned by members of one group with another group) and criteria-based sharing rules (share records that match specific field values, regardless of owner). Access can be granted as Read Only or Read/Write. Target groups can be roles, roles and subordinates, public groups, territories, or queues.

Sharing rules are evaluated asynchronously and update the sharing table, an internal Salesforce table that tracks which users can access which records. In orgs with millions of records and complex sharing configurations, the sharing table can grow very large, which impacts performance on record access checks. Salesforce recommends keeping sharing rules under the per-object limit (typically 300 owner-based and 50 criteria-based per object for most editions). Clientell AI can visualize your sharing model, identify redundant rules, and optimize your configuration for performance.

Questions people ask

What is a sharing rule in Salesforce?

A rule that gives extra record access to users beyond what org-wide defaults and the role hierarchy allow.

Can a sharing rule remove access?

No. Sharing rules only open up access. To restrict access, tighten the org-wide default.

What is the difference between owner-based and criteria-based sharing rules?

Owner-based rules share records owned by certain users or groups. Criteria-based rules share records that match field values.

Do sharing rules work without org-wide defaults being private?

They have little effect if the default is already Public Read/Write, because everyone can see the records anyway.

Getting Started

Try this on your own org

Start the 14-day free trial, no card. Clientell scans read-only first and changes nothing until you approve.

14-day free trial  ·  No credit card required

SOC 2
HIPAA
GDPR
Salesforce Partner