CRM Administrators can share records with others by default. If you want users from other profile to share records, the administrators can enable the share permission for them.
To enable permission to share records
There are three permissions that can be set for the users with whom a record is being shared:
Private Sharing
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Public Sharing
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Record can be shared with individual users (max. 10 users), roles (max. 5 roles), and groups (max. 5 groups)
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Record can be shared with all users in the org.
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Each user, role, or group can have different permission | All users have the same access permission |
Related lists of a record can also be shared
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Related list of a record cannot be shared
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For easy access to the records shared by you and those shared to you, two list views are available in all the modules; [Records] Shared to Me and [Records] Shared by Me .
The shared records have a Timeline view, where you can see the log of the shared details: when the record was shared, with whom, what permissions were given, etc.
You can check who shared a record with you. Records shared via Private access are denoted by a person icon.
Records shared via Public access are denoted by a globe icon.
After sharing a record, you can always manage sharing by:
To manage sharing
If you have shared a record to members there is also an option to revoke complete sharing. On revoking, the record will no longer be accesible to those users but let's take this case: Mike has shared Deal A with Amy and John has shared Contact A along with its related lists with Amy. Contact A has Deal A associated to it. So when Mike revokes sharing, it will still be shared with Amy as it is indirectly shared by John along with its parent record (contact).
To revoke sharing
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