Monday, July 20, 2015

Salesforce: Sharing Button URL

We have discussed Sharing button sometimes back in our blog Salesforce Sharing Button. Sharing button in Salesforce gives users the ability to grant access to other users more permissions to certain records.

But, on top of just giving additional access to other users, there is also a button called Expand List, where it will show all users who have access to the record, admin can use this functionality to trace record sharing access level and the reasons when need to support.

But, for some companies, users are not allowed to manually share record accessibility, so admin or consultant who implemented Salesforce will take this button away, this will also cause the admin cannot use not this button to trace record sharing easily.

Options available:
  • Create a new page layout for admin with Sharing button - this is not really nice as you need to maintain another page layout just for the sake of this
  • Manually add and remove the button when needed, this is easier, but if you have proper Change Management, this will cause issues as you do not have good reason to keep updating the page layout.


Actually, when you click that button, salesforce will bring you to a URL. So, manually typing the URL will parameters will give you the same functionality with clicking the Share button. 



Contact - not applicable for Controlled by Parent sharing setting



Custom Object

Just change the instance name to your instance name, use the correct parameter based on the object, and put it in the Record Id, you will get the same result as clicking Sharing button.

Sharing from Role Hierarchy

Contact, Opportunity, Case are special objects, where we can set the Account owner's ability to view or edit  Contact, Opportunity, Case that are related to the Account. This is configured in the role hierarchy of the Account Owner.

How does this translate when we use the above links with parameters to see access reason?

This is an opportunity, own not by the Account Owner, the opportunity access in role hierarchy for the Account owner = Users in this role can view all opportunities associated with accounts that they own, regardless of who owns the opportunities

This is the same opportunity as above, but opportunity access changed to Users in this role can edit all opportunities associated with accounts that they own, regardless of who owns the opportunities

The same access reason for Contact and Case too with Reason for Access = Account Sharing.

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