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FormulaShare | Dynamic, Cross-Object Sharing Rules

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

Freemium  

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

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

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MVP
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.89
Lifetime average
Showing 10 of 19 Reviews
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Good Product and support

The app is very user friendly and easy to use. The support team is also very helpful .

Great Product, Fantastic Support

The app is able to handle our complex sharing requirements. When we've encountered issues/challenges caused by our business model, had queries or suggestions we've always received a fast and professional response. We had a suggest change implemented and a new feature released that helped resolve one of the issues created by our complexity. Lawrence’s knowledge of both Formula Share and Salesforce is excellent.

Makes sharing a breeze

FormulaShare has been a great tool that drastically improves efficiencies when it comes to onboarding new orgs. I wish we would have invested sooner - it would have saved a lot of time and headaches!

Cross-Object Rules and Real-Time Sharing = A+

We needed to setup of a sharing structure that grants records to users based on a related record and updates that sharing in real time. FormulaShare already supported cross-object rules, and the latest version, which was just released this week, adds a dead simple flow to enable real-time sharing. The whole thing was a cinch to set up and the developer was very responsive to questions. I definitely recommend this to other orgs with complex sharing needs.

Roberta Medina
Double Star Ranger

Great tool and great support!

We used the Freemium version of FormulaShare for one of our projects. However, we found that it didn't completely meet our requirements, so we decided to upgrade to the Enterprise version. The customer support team was extremely helpful in guiding us through the upgrade process. They provided clear and friendly communication and accurate information about the product. Overall, FormulaShare turned out to be a great tool that helped us expand our sharing settings! I highly recommend it to anyone who needs similar functionalities.

Great functionality and great support

This app works as expected, and any questions are answered very quickly.

Great tool!

This is an extremely useful tool if you need dynamic, conditional record sharing. It replaces complex and difficult to maintain apex sharing or numerous sharing rules. The documentation is very thorough and the developer was very helpful with my questions!

FormulaShare definitively is a MUST HAVE for advanced record sharing model implementation and mgt

Easy to use, intuitive, complete, ... and Free! FormulaShare is a huge time saver for projects impacting your SFDC sharing model. Managing records sharing can quickly turn to a nightmare, or simply be impossible using SFDC's out of the box features or can requires a lot of custom code. We just released a project where record confidentiality was really sensitive. We were stuck but thanks to FormulaShare we've been able to meet our very specific and demanding requirement, with only few lines of code. Cherry on the cake, the support delivered by FormulaShare's team is amazing. Do not hesitate to evaluate this app for your own needs. Use it Share it :-)

Very powerful and easy to use with clear, concise documentation

Sharing rules can become one of the more complicated areas of salesforce administration - this tool works just as expected to make them SO much easier to manage. I was able to use this to consolidate a bunch of sharing rules to be much easier to maintain, as well as get rid of some other processing that we had to do in order to trigger standard sharing rules. Now we have a less complex, more powerful method of managing record sharing. Super helpful and responsive support when you need it as well!

Great app and support

This app is great for organisational structures that cannot be accurately reflected in a role hierarchy. Documentation is clear and helpful, and support is very responsive to questions and feedback.