Protect Your Data in Salesforce: Create Sharing Rules

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Study for the Administrator Certification Exam > Configuration and Setup (15%) > Protect Your Data in Salesforce > Create Sharing Rules

공유 규칙(Sharing Rules)이란?

Salesforce의 공유 규칙은 기본적으로 조직 전체 기본값(Organization-Wide Defaults, OWD) 또는 역할 계층(Role Hierarchy)만으로는 접근이 어려운 데이터를 추가로 누구에게 보여줄지 자동으로 정의하는 설정입니다. 즉:

  • 기본적으로는 소유자(owner) 또는 그 위의 역할만 볼 수 있지만,
  • 공유 규칙을 통해 다른 역할/그룹에게도 열어줄 수 있음

참고: 공유 규칙은 기존의 접근 수준보다 더 넓게 열어주는 것만 가능합니다. (제한하는 것은 아님)

Create Sharing Rules

Opportunity오브젝트의 Won필드에 True가 들어오면 Account Receivable을 Role로 가진 사람들과 공유한다.

  1. Setup > Sharing Settings
  2. Manage sharing settings for: Opportunities
  3. Opportunity Sharing Rules > New
    • Label: Share Won Opportunities with Account Receivable
    • Rule Type:
      • Select ✅ Based on criteria
    • Criteria:
      • Field: Won
      • Operator: Equals
      • Value: True
    • Share with:
      • Roles: Accounts Receivable
    • Access Level: Read/Write
  4. Save > OK!

Applicant, Interviewer, and Position 모두 OWD가 Private으로 설정했기 때문에 리쿠르터들 간에 지원자레코드를 공유하지 못하는 상태입니다. Role이 Recruiter인 사람이 Applicant를 생성하면 Role이 Recruiter인 사람이 읽을 수 있는 만든 사람기반의 공유규칙을 만드세요.

  1. Setup > Sharing Settings
  2. Manage sharing settings for: Applicant
  3. Applicant Sharing Rules > New
    • Label: Share Applicants Between Recruiters
    • Rule Type:
      • Select ✅ Based on record owner
    • Applicant: owned by members of
      • Roles: Recruiter
    • Share with
      • Roles: Recruiter
    • Access Level
      • Read Only
  4. Save > OK!

Recruiter간에 Interviewer도 공유하게

  1. Setup > Sharing Settings
  2. Manage sharing settings for: Interviewer
  3. Interviewer Sharing Rules > New
    • Label: Share Interviewers Between Recruiters
    • Rule Type:
      • Select ✅ Based on record owner
    • Applicant: owned by members of
      • Roles: Recruiter
    • Share with
      • Roles: Recruiter
    • Access Level
      • Read Only
  4. Save > OK!

Recruiter간에 Position도 공유하게

  1. Setup > Sharing Settings
  2. Manage sharing settings for: Position
  3. Position Sharing Rules > New
    • Label: Share Positions Between Recruiters
    • Rule Type:
      • Select ✅ Based on record owner
    • Applicant: owned by members of
      • Roles: Recruiter
    • Share with
      • Roles: Recruiter
    • Access Level
      • Read/Write
  4. Save > OK!

Create a public group, VPs

  1. Setup > Public Groups > New
    • Label: VPs
    • Group Name: VPs
    • Search: Roles
    • Selected Members:
      • Role: VP of Services
      • Role: VP, International Sales
      • Role: VP, Marketing
      • Role: VP, North American Sales
  2. Save!

Sharing Rule for VPs

Position이 열리면 VP들이 볼수 있게

  1. Setup > Sharing Settings
  2. Manage sharing settings for: Position
  3. Position Sharing Rules > New
    • Label: Share Open Positions with VPs
    • Rule Type:
      • Select ✅ Based on criteria
    • Criteria
      • Field: Status
      • Operator: Equals
      • Value: Open
    • Share with:
      • Public Groups: VPs
    • Access Level: Read Only
  4. Save > OK!