Learn Moar Blog 3: Record Sharing Updates.

Learn MOAR in Summer ’21 with Record Sharing Updates πŸ’Ό

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Follow and complete a Learn MOAR Summer ’21 trailmix for admins or developers by July 31 to earn a special community badge and enter for a chance to win one of five $200 USD Salesforce Certification vouchers. Learn how to participate and review the Official Rules by visiting the Trailhead Quests page.

Manual sharing

Admins care about allowing users to manually share records and seeing who has access to each record. We know this because you’ve given this idea 36,660 points on the IdeaExchange! Sharing records is a key way to share information between users within your organization, and with Summer ’21, your users can now manually share individual records with each other when appropriate by selecting Sharing in the drop-down menu atop the record page.

You can also now see who has access to records by selecting the Sharing Hierarchy option in the drop-down menu atop the record page. This will make it so much easier for you and your users to grant access to individual records, and see who has access to them and why.

Image showing the drop-down menu atop a record page displaying Sharing and Sharing Hierarchy as an option.Image showing the list of users the record is shared with, the reason for access, relationship, and type of access.

We hope these enhancements to record sharing help you more easily manage visibility of data within your organization, and enable your users to get what they need quicker and more efficiently. To learn more about the full set of data access available in your org, check out this great Trailhead module. For more information about how manual sharing fits into your sharing model, check out this help doc. Thank you for voting for this idea on the IdeaExchange!

Be sure to check out the Learn MOAR Summer ’21 for Admins Trailmix and follow along on the blog this week for more Learn MOAR! Don’t forget to watch the Summer ’21 Admin Preview during Release Readiness Live to see demos of these new exciting features.

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