Share Records with Manual Sharing in Lightning

Manual Sharing in Lightning is the must feature for Salesforce Developers. In this post, we will see how can we share records with Manual Sharing in Lightning. Earlier, to share the records manually, we had to switch to Salesforce Classic and then use the Sharing button to share the records. We don’t have to do it anymore.

Let’s hop into the good stuff.

Manual Sharing in Lightning

In Spring ’21, Salesforce has enabled Manual Sharing in Lightning to share records without switching to Salesforce Classic. To share records with Manual sharing in Lightning, first, go to the Record page and click on Sharing button. A Share popup will open where can select and search either User, Public Group, Role and Role and Subordinates. And we can also provide the Read-Only or Read/Write access.

Share Records with Manual  Sharing in Lightning
Share Records with Manual Sharing in Lightning

For this demonstration, I am selecting Role and providing Read/Write access. Click on the Save button.

We can again click on the Sharing button and manage access to this record. Click on the Sharing button and then click the Edit link on the popup.

Share Records and manage Manual Sharing in Lightning
Share Records and manage Manual Sharing in Lightning

Here, we can see who has access to the record, edit that access and provide more access to Users, Public Groups, Roles and Roles and Subordinates.

Why Sharing button is not visible on the Record Page?

Sometimes, the Sharing button is not visible on the Record page. If this is the case, first check if the Sharing button is added into Page Layout. If it is added and still Sharing button is not visible, check if the Sharing Setting for the Object or Related Object is Private or Public Read Only. This is a must condition to display Sharing button on the Record page. If still, the user is not able to see Sharing button, check if the user meets one of the below criteria:

  • User is Record Owner.
  • User is Administrator.
  • The user is in a role hierarchy above the record owner.
  • The User who has been granted “Full Access” sharing.

Also Read:

That is all from this post. This is how we can share records with Manual Sharing in Lightning. If you don’t want to miss new implementations, please Subscribe here.

If you want to know more about Sharing in Salesforce, check official Salesforce documentation here.

See you in the next implementation.

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