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Dynamic Share
No-Code Dynamic Sharing Rules for Salesforce
Overview
Share records with users/groups defined in lookup and other fields, including fields on related records, without writing code. Share records with triggers or scheduled jobs. Define criteria to determine if a record should be shared, and who to share with.
See How Dynamic Share Works
Share records from triggers or scheduled jobs without writing code
Share records with users and groups defined in record fields, custom settings, or by name
Share records with users and groups defined on related record fields
Schedule sharing jobs to run on any frequency, including hourly, daily, weekly, monthly, yearly, and custom frequencies
Define criteria to determine when a record is shared, including on related record fields
Replace repeat sharing rules with dynamic sharing rules to improve performance and reduce time spent maintaining large sharing rule setups
Do Salesforce limitations prevent you from creating sharing rules that meet your requirements? Do role hierarchies and other out of the box record sharing features in Salesforce not meet your requirements, but you don’t have the time or resources to write and maintain apex sharing code? Dynamic Share enables you to create dynamic sharing rules that share standard and custom object records to users and groups in lookup fields, text fields, and formula fields. Records can be shared with users or groups in related records. Additionally, criteria can be defined to determine when a record is shared with a user or group. Records can be shared immediately with triggers, or with scheduled jobs. Dynamic Share is a no-code solution, so you do not have to write and maintain apex code and unit tests to implement your record sharing model.
Categories
- Business Needs
- ProductivityIT & AdministrationCollaboration
- Personas
- AdministratorArchitectConsultant
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsManaged PackageSalesforce Mobile