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FormulaShare | Dynamic, Cross-Object Sharing Rules

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

Overview

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.

See How FormulaShare | Dynamic, Cross-Object Sharing Rules Works

✔ DYNAMIC SHARING Share to users, roles or groups in any text, formula or lookup field. One rule replaces tens or hundreds of criteria or ownership-based rules, avoids automation to stamp sharing fields and keeps the model in your data, not static config.
✔ CROSS-OBJECT RULES Share records based on data anywhere in your model - up to 10 relationships deep. Traverse to parents, down to children or across via common ancestors. Share an Account based on Products related via Opportunity Lines for example.
✔ YOUR OBJECTS AS TEAMS Map objects representing teams, departments or regions and their members. FormulaShare automates sharing based on team association, with hierarchy cascading, cross-team affiliations and role-based membership all supported.
✔ ATTRIBUTE-BASED ACCESS (ABAC) Share records to users with a field value matching the record, e.g. region, department or clearance level. FormulaShare creates one group per value and keeps membership current automatically. No manual group management.
✔ TERRITORY MANAGEMENT FOR EVERY OBJECT Share any object to ETM territories based on their association to Accounts or Leads. Use your existing territory assignments without rebuilding or duplicating your territory model.
✔ SHARE IN REAL-TIME Via a packaged Flow template (select the object, activate - done) or three lines of Apex in your trigger. Both run within the managed package's own governor limits. Scheduled batch and targeted calculation jobs cover all other changes
✔ SCALES WITH YOUR ORG Used by 100+ orgs sharing across dozens of objects and tens of millions of records. Click-and-go for simple setups; granular controls for high-volume objects and complex transaction lifecycles. Built to scale with your org.
✔ AUDIT-READY Complex sharing logic, distilled in clear and auditable rules. The rules list shows every rule with object, relationship path, access level and live metrics. Rules are custom metadata - version controlled and deployable with any DevOps tool.
✔ COMPLETE OBSERVABILITY Every sharing change logged at the record level - which rule, which context, which records, and the outcome. Built-in dashboard and reports for compliance reviews. Log retention fully customisable to suit your data volumes.

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.