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FormulaShare | Dynamic, Cross-Object Sharing Rules

By Cloud Sundial

Dynamic record sharing driven by your data, schema and business rules

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Try It
Industries
Financial Services
Manufacturing
Public Sector
Business Need
Developer Tools
Audit & Compliance
Security
Requires
Platform Cloud
Compatible With
Service Cloud
Experience Cloud
Nonprofit Solutions

Share any object to roles, groups or users based on field values, linked records, user attributes or your own team objects. Replace Apex sharing with declarative rules. Real-time and batch assessment with full audit logging. Trusted by over 100 orgs.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Service Cloud
Experience Cloud
Nonprofit Solutions
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
FormulaShare/5.1 5.1.0
Listed On
07/25/2019
Latest Release
05/26/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 25
Custom Tabs: 8
Custom Apps: 2
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
3.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/12/2021

Additional Details

FormulaShare is the most advanced data-driven sharing engine for Salesforce. Trusted by 100+ orgs including major global brands across healthcare, public sector, legal, telco, financial services and more. Replace brittle Apex sharing and inflexible native rules. Model sharing in your data, not hard-coded config. KEY CAPABILITIES ✔ Share any standard or custom object to users, roles or groups based on field values ✔ Cross-object rules traverse up to 10 relationships in your data model ✔ Team sync - map your team structure and FormulaShare manages groups automatically ✔ Attribute-based sharing to users matching a field value e.g. region or department ✔ Extend territory sharing to every object, not just Accounts and Opportunities ✔ Conditional filters - share only when records meet specific criteria ✔ Record-level audit logging with dashboard, reports and customisable retention ARCHITECTURE 100% native. Deployable custom metadata rules. Real-time via flows or Apex triggers, with batch safety net. Data never leaves your org.

Need help?

Cloud Sundial

Bristol, UK

✔ FULL SUPPORT Email and screen share support for all subscribers - we typically respond within hours. Enterprise and Unlimited include priority support under the Cloud Sundial policy: https://cloudsundial.com/Cloud-Sundial-Subscription-Support-Policy

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