25+ Ways to Share a Record in Salesforce (Updated 2025) | Salesforce Ben

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Here’s the hidden challenge Salesforce admins face: efficiently sharing records without compromising data security.

1. Current Trend in Record Sharing
– Growing need for flexible yet secure data sharing.
– Increasing focus on data protection and privacy compliance.

2. Salesforce-Specific Insights
– Salesforce provides various tools for sharing records, including sharing rules and manual sharing.
– Leveraging these tools effectively can improve collaboration and data access control.

3. Implications and Challenges
– Balancing easy access with stringent security measures.
– Ensuring that users have the right access without going overboard.

4. Strategies for Effective Record Sharing
– Use sharing rules to automate access based on criteria.
– Consider role hierarchies and their impact on data access.
– Regularly review and audit access permissions for security.

5. Technical Debt Resolution
– Periodically evaluate sharing settings to reduce complexity.
– Streamline processes to avoid redundant sharing configurations.

6. Forward-Looking Recommendations
– Keep abreast of updates in Salesforce to leverage new sharing features.
– Continuously train teams on best practices in data handling to enhance security.

Stay ahead by integrating automated sharing solutions while maintaining robust security protocols.

You can read it here: https://sfdc.blog/Dvane

Source from salesforceben(dot)com

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