How to Add Account Sharing Rules in Salesforce Lightning

preview_player
Показать описание


1. Welcome to MyGuide
In this Guide we will learn how to add account sharing rules in Salesforce lightning.

2. Click the gear icon


3. Click on Setup, opens in a new tab


4. Enter "Sharing Settings" in the Quick Find box


5. Click on Sharing Settings


6. Go to Account Sharing Rules


7. Click New


8. Enter label


9. Rule Name Autopopulates


10. Select account owner


11. Select owned by


12. Select the users to share with


13. Select whom you want to share with


14. Select level of Default Account and Contract Access


15. Select level of Opportunity Access


16. Select level of Case Access


17. Click Save


18. You will see a criteria added!
Рекомендации по теме