Salesforce Security Guide

Salesforce Security Guide
Salesforce Security Basics
Authenticate Users
Give Users Access to Data
Share Objects and Fields
Field-Level Security
Sharing Rules
Criteria-Based Sharing Rules
Creating Lead Sharing Rules
Creating Account Sharing Rules
Creating Account Territory Sharing Rules
Create Contact Sharing Rules
Creating Opportunity Sharing Rules
Creating Case Sharing Rules
Creating Campaign Sharing Rules
Creating Custom Object Sharing Rules
Creating User Sharing Rules
Sharing Rule Categories
Editing Lead Sharing Rules
Editing Account Sharing Rules
Editing Account Territory Sharing Rules
Editing Contact Sharing Rules
Editing Opportunity Sharing Rules
Editing Case Sharing Rules
Editing Campaign Sharing Rules
Editing Custom Object Sharing Rules
Editing User Sharing Rules
Sharing Rule Considerations
Recalculate Sharing Rules
Asynchronous Parallel Recalculation of Sharing Rules
User Sharing
What Is a Group?
Organization-Wide Sharing Defaults
Strengthen Your Data's Security with Shield Platform Encryption
Monitoring Your Organization’s Security
Security Guidelines for Apex and Visualforce Development
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Editing Account Sharing Rules

Available in: Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To edit sharing rules: Manage Sharing

For sharing rules that are based on owner, you can edit only the sharing access settings. For sharing rules that are based on other criteria, you can edit the criteria and sharing access settings.

  1. From Setup, enter Sharing Settings in the Quick Find box, then select Sharing Settings.
  2. In the Account Sharing Rules related list, click Edit next to the rule you want to change.
  3. Change the Label and Rule Name if desired.
  4. If you selected a rule that's based on owner, skip to the next step.

    If you selected a rule that's based on criteria, specify the criteria that records must match to be included in the sharing rule. The fields available depend on the object selected, and the value must be a literal number or string. Click Add Filter Logic... to change the default AND relationship between each filter.

  5. Select a setting for Default Account, Contract and Asset Access.
  6. In the remaining fields, select the access settings for the records associated with the shared accounts.
    Access Setting Description
    Private

    (available for associated contacts, opportunities, and cases only)

    		 Users can’t view or update records, unless access is granted outside of this sharing rule.
    Read Only Users can view, but not update, records.
    Read/Write Users can view and update records.

    Contact Access is not available when the organization-wide default for contacts is set to Controlled by Parent.

    Note

  7. Click Save.