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Sampath palli 2Sampath palli 2 

Role hierarchy Sharing

Hi all

I have an requirement that i will give OWD:Private for a record but i want to share this record with my role subordinates


Thanks In Advance
Sampath Palli
Dhriti Moulick 16Dhriti Moulick 16
Hi Sampath,

    You can acheive the above functionality by the following ways:

  for example,you make Lead object as private in OWD.
  Now create new Sharing rule in Lead Sharing Rules section.
1.Click on New as given below:
  User-added image
2.Give Proper Label Rule Name,Select the rule Type
   a.Owner based or b. Criteria Based
   

3.Select which record you want to share.
4.Select with whom you want to share.
5.Give access either read only or read/write.
6.
Click on save.
Below example depicts owner based sharing rule:
User-added image
Below picture displays criteria based sharing rule.
User-added image

For more information please go through the below link:
https://www.youtube.com/results?search_query=who+sees+what

Please let me know if you need furture help.

Cheers,
Dhriti
Sampath palli 2Sampath palli 2
Thanks Dhriti