Salesforce: Sharing Cheat Sheet
Sharing is complex, but necessarily so. It gives you incredibly fine-grained control over data access through it’s flexibility but requires quite a deep understanding to do it properly. There are great articles out there that describe sharing in detail e.g. Force.com object and record level security An Overview of Force.com Security I don’t want to recreate what’s in those articles, instead I’m providing a short, sharp cheat sheet of the major topics you need to understand. So without further ado… Sharing Cheat Sheet Sharing Metadata Records Implicit Sharing Organisation-Wide Defaults (OWD) No Relationship Master Detail Lookup Manual Sharing Apex Managed Sharing Recalculation Choosing the Right Share Type “Traditional” / Ownership-based Sharing Rules Criteria-based Sharing Rules Apex Managed Sharing Rules Manual Sharing Rules Share Groups Sharing Sets Portals High Volume Portals (Service Cloud Portals) other portals Large Data Volumes If you’ve got any other items you think should be in this …