3 个回答
Check these sharing considerations:
- Creating an owner-based sharing rule with the same source and target groups as an existing rule overwrites the existing rule.
- Once a sharing rule has been saved, you can’t change the Share with field settings when you edit the sharing rule.
- Sharing rules apply to all new and existing records that meet the definition of the source data set.
- Sharing rules apply to both active and inactive users.
- When you change the access levels for a sharing rule, all existing records are automatically updated to reflect the new access levels.
- When you delete a sharing rule, the sharing access created by that rule is automatically removed.
- When you modify which users are in a group, role, or territory, the sharing rules are reevaluated to add or remove access as necessary.
- When you transfer records from one user to another, the sharing rules are reevaluated to add or remove access to the transferred records as necessary.
- Making changes to sharing rules may require changing a large number of records at once. To process these changes efficiently, your request may be queued and you may receive an email notification when the process has completed.
- Lead sharing rules do not automatically grant access to lead information after leads are converted into account, contact, and opportunity records.