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How to choose between sharing rule, team and manual sharing?
How to choose between sharing rule, team and manual sharing?
The first thing to consider is the object on which you want to share the records. For example, if you choose to share contacts, you will not be able to use Teams (limited only to accounts, cases and opportunities), you will have to use either a sharing rule or a manual sharing.
Who then can use record sharing? administrators or users. Administrators can use all sharing tools and users Teams and Manual sharing.
And with whom should we share records? individual users (teams, manual sharing), roles or roles and subordinates (sharing rules, manual sharing), public groups (sharing rules, manual sharing).
Finally, should the sharing be automatic and systematic or manual? All sharing tools are triggered automatically and systematically except teams (an option can be activated to automate it) and manual sharing that require a manual action.