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Data Security | Define Sharing Rules | Trailhead/Salesforce

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Premiered Aug 23, 2023
6:15

Data Security | Define Sharing Rules | Trailhead/Salesforce Trailmix 2 - Customize Salesforce with Clicks Challenge Requirements Create a custom field for the Project object: Field Type: Picklist Field Label: Priority Field Name: Priority Values (each value separated by a new line): High Medium Low Make the field visible to all profiles and add it to all page layouts Create a sharing rule for the Project object: Label: choose any label you want Rule Name: Share_Project_Records Rule Type: Based on criteria Field: Priority Operator: equals Value: High Share with (role): Training Coordinator Access level: Read Only Make sure the organization-wide defaults for the Project object are set to Private #salesforcedeveloper #salesforce #trailhead #salesforceadmin #salesforcetrailhead Disclaimer - This Video for education purposes

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Data Security | Define Sharing Rules | Trailhead/Salesforce | NatokHD