Appendices

Use Share Settings to Expand Access

Overview 

Salesforce sharing settings allow you to expand access to records based on these criteria:

  • Record owner role
  • Record owner role subordinates hierarchy
  • Record owner public groups
  • Custom field criteria

Records owners can share records with other users. Access can be read-only or read/write.

For the custom field criteria, you can define custom fields on the AppOps managed connection and data set objects, and set those values as needed to identify records which can then drive the sharing rules.

With the default standard Prodly AppOps User permission set, users have read access to all folder records and private read and write access to connection and data set records that they own. Sharing rules can expand that access to other records, so users see only data sets that apply to their projects and can deploy to connected orgs only for their customers.