Adding Sharing Rules

Sharing Rules help extend sharing access of various records and objects to users based on roles and territories.

Generally, organization-wide settings are set to Private or Public Read Only, or as per business need. With sharing rules, one can share private/read-only records and objects with users who can't access them. Check Salesforce's https://help.salesforce.com/s/articleView?id=security_about_sharing_rules.htm&type=5&language=en_US to learn more about Sharing Rules and Shared Settings.

The Instore app support creation of sharing rules for the following objects that are part of Pitcher's Salesforce Managed Packages:

Here in the document, we’ll create sharing rules for the tag object as an example to explain to you how to add sharing rules.

Go to Setup > Security >Shared Settings or do a Quick Find.
Accessing Shared Settings
Click the Manage sharing settings for dropdown and select the Tag object.
Selecting the Tag Object
Scroll down to the Shared Rules section and click New.
Creating a new Tag Sharing Rule
On the Tag Sharing Rules page:
1. Enter the Rule Name, Label, and Description.
  Adding Rule Name
2. Choose the rule type you’d like to configure:
  - See Create Owner-Based Sharing Rules in Salesforce's https://help.salesforce.com/s/articleView?id=security_sharing_rules_owner.htm&type=5&language=en_US to configure a rule based on record owner.
  - See Create Criteria-Based Sharing Rules in Salesforce's https://help.salesforce.com/s/articleView?id=security_sharing_rules_criteria.htm&type=5&language=en_US to configure a rule based on criteria.
3. Select the records to be shared based on the rule type.
4. Select the users to share with and the level of access and click Save.
You can now ask the users in the assigned group to validate the access.