AI Agent for Salesforce Criteria-Based Sharing Rules

The Challenge

Configuring criteria-based sharing rules requires understanding object ownership models, role hierarchies, and sharing mechanics. Business teams describe access needs in terms like 'the EMEA team should see all deals over 100K,' but translating that into proper sharing rule criteria, target groups, and access levels is manual and error-prone.

How Clientell Automates This

Clientell AI converts plain-English access requirements into properly configured criteria-based sharing rules. It identifies the correct source and target groups, sets appropriate access levels, and validates that the rule criteria match your stated requirements before deployment.

How It Works

1. 1

   Describe your access requirements

   Tell Clientell who needs access to which records and under what conditions, using natural language like 'share all high-priority cases with the escalation team.'

2. 2

   AI builds sharing rules

   Clientell generates criteria-based sharing rules with the correct field criteria, target roles or groups, and read or read/write access levels.

3. 3

   Review sharing configuration

   Preview each sharing rule's criteria, target group, and access level. Verify that the rules grant exactly the access described in your requirements.

4. 4

   Deploy to your org

   Once approved, Clientell deploys the sharing rules and triggers the necessary sharing recalculation in your Salesforce org.

Frequently Asked Questions

Can Clientell create sharing rules for custom objects?

Yes. Clientell generates criteria-based sharing rules for any standard or custom object that supports sharing rules in your Salesforce org.

Does it handle sharing rules that target public groups and roles?

Yes. Clientell can target roles, roles and subordinates, public groups, or territories as the sharing rule target, depending on your access requirements.

How does this interact with org-wide defaults?

Sharing rules open up access beyond your org-wide defaults. Clientell validates that your OWD settings are compatible with the sharing rules being created and flags any configuration issues.

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