Manual sharing as a part of the sensible security model will be next.
Talking about the manual sharing manual sharing as Benoit falls under recording of Alexis and Asper
this pictorial representation which we have already discussed a couple of times before manually sharing
is basically on the top meaning if we are not able to provide access by any of these then we can use
manual sharing or beauty as we know as the most restrictive method of sharing and then comes at all
hierarchy and then like sharing rules and now we are talking about manual sharing.
In fact a manual sharing is also a kind of floor sharing.
Basically there are five different methods of foreshadowing records one based sharing rules criteria
based sharing rules manual sharing.
Manual use it a card sharing and Apex manage shooting.
We already discussed in detail about the first two.
Now let's talk about this Manuel shooting let's say for example club that is that a cardinal opportunity
to go out on a lead at a card holiday and we want to share that card with their different views it.
So what would we do.
We would first check if that is available.
That wouldn't be available because the order beauty is either private or public read only if it is private.
Then absolutely there will be no access for other users publicly only meaning it will be only readable.
And the role of hierarchy based on the whole hierarchy also lack of access is not given to the other
user and that are more defined as sharing rules as such share of the cards with other user.
But now that there is one direct guardian we would like to share it with another user.
Can we do that.
Yes we can do that.
Hell we can do that we can do that by manual sharing so manly sharing as the name says it's manual.
Meaning you have to manually go to the detail the detail page of the record and then share that a card
with the specific user or a group waterhole so say for example I want to share some then leader cards.
What would I do.
I would go to the detail page of the 10 records cards and then specifically share that record with the
other user meaning I would do that 10 times.
Why am stressing is this unlike the sharing rules which is automated because we define a rule and all
the records that satisfies it only will automatically be shared with the set of users right.
It is automated and even after creating the sharing rule you have thereafter if any on a card that gets
created if that falls in that a rule that will automatically be shared with a set of users.
But unlike that manual sharing is basically manually process.
You have to manually go and share that a card that described as mentally sharing so then they talk about
manual sharing first.
We have to understand on visual objects it will be applicable as we already know.
If all the beauty is public read right then that is no much significance for the role hierarchy or the
sharing rules or does manual sharing because order ballooning itself giving the maximum access to other
users.
So when all the beauty is private on public read only then automatically the sharing button will be
available on those objects.
Based on our previous discussion for creating the criteria based sharing rules are often configuring
the owner based sharing rules the updated the order beauty of leads and also for opportunities the private.
So the order beauty of leads is private so then I go to a lead right guard.
We are able to see this sharing button.
So using the sharing button to to share a car described as manually sharing so the first thing that
we need to understand is the sharing button will not automatically be available on all objects.
It will be available only on both objects whose order beauty is sector private or public read only first
important point second important point.
Now that we know in which all objects that will be available.
The second point is on which I for which I use as it should be available.
Alright let's say for example the order beauty is private for leads.
So does it mean that this sharing button will be available to all the users.
Definitely not.
This sharing button will be available only to those users either they have to be that a card or none
of that particular card or for system administrators are users about a card on it and their own hierarchy
of users with full access one for these uses the sharing button will be available not to all the users.
This is also very important.
We should know on objects will be available and we should know virtual users it will be available who
can access that sharing button.
For the record owner for the system admins all users of all that a card on that old hierarchy all users
with free access won't let these users will have access to that sharing button.
Only these users will be able to use that trading button and share that a card with other users.
Perfect so the second point is clear.
We now know that which all users have access to the sharing button.
Now we should know using that button do we try to use us.
Can I share those records.
We should know that if the records can be shared with other users a Rolls Royce since a bar next.
Public groups manager groups or managers subordinate groups.
It is just not for users.
It's also the other group of people
and like any other button that the ability of this button also can be controlled with the help of space
layouts and also please note this is a classic only feature.
This feature does not available in sales lightning perfect.
Now that we have a good understanding of this manual sharing let's quickly go to the UI and try to share
it at court.
So the idea leads the order beauty of this object is private so that cities and I am able to see the
sharing button then I go to all leads I am able to see all the leads with country as USA.
We have only two users use it one and use it to two already learn about the criteria based sharing rules.
We created our criteria based sharing really weird and like we shared all the USA leads to a different
group of people and then that group user 2 was there.
So user 2 has access to all USA leads and user 2 does not have access to this on lead and the Japan
lead so user 2 does not have access to these two records.
So know what I'm doing to do this.
I'm going to use manual sharing and I'm going to share the single record with the user to so for that
what I'm going to do this.
Should the sharing button
and now you can see to which all users it is available it is just available only to me.
All right.
And now hit add and here you can see it can be shared with public groups.
Rules are rules and subordinates are with other users.
We haven't created any manager groups or managers subordinate groups which we'll be doing in the later
part of the coast.
However right now there are no groups as such.
The manager Group's assets will be not able to see that but in case if we have we will be able to see
those options as well.
But right now let me choose use us and I am choosing use it to so I am manually sharing the single lead
with the user to and you can also decide on the level of access that we need to give that a user perfect.
So now what we have done is we have manually shared this particular lead with user 2 So let's quickly
log in as User 2 and check if he's able to access it.
So now I have logged in as user to let me go do leads all open leads.
Now you can see User 2 has access to all USA leads because we shared that a card USA lead records with
user 2 while creating of a criteria base to based sharing rule on top of it.
He now has got access to this day one lead aspect and how did he get this access through manually sharing.
So this is called manually manual sharing then we want to share it at a card manually to another set
of users then we can use manual sharing.