#SalesforceSpring23 – View Record Sharing & Access Details

#1MinuteTip #SalesforceSpring23 You can now view granular details about records sharing and access in Salesforce. Check out a record’s sharing hierarchy to view who it’s shared with. And then find out the reason for access and if a user’s access is blocked by a restriction rule.

Product Area: Customization – Sharing

1. Navigate to the record and click on ‘Sharing Hierarchy’

Sharing Hierarchy on Record in Salesforce

2. This will show all the users who have access to this record. To view the reason why they have access, click on ‘View’ under ‘User Access Details’

View which user has what kind of access on the record

3. And here you can see the reason for access. Like in the following case, user Anna Parker has access to this opportunity record because it was manually shared with her.

View the reason for access to record

References & Useful URLs

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