Articles tagged “sharing”
- AccountRelationshipShareRule Metadata Type in SFDX
Configure and deploy AccountRelationshipShareRule metadata in Salesforce to grant record access across partner and subsidiary Account Relationships.
- FolderShare Metadata Type in SFDX
Configure FolderShare metadata in Salesforce DX to control access permissions for report, dashboard, and document folders across roles and public groups.
- Group Metadata Type Reference
Configure and deploy Group (.group-meta.xml) metadata for Salesforce Public Groups, role hierarchy inheritance (doesIncludeBosses), and SOQL auditing.
- ListView Metadata Type Reference
Configure and deploy ListView (.listView-meta.xml) metadata to define columns, filter scopes, boolean filter logic, and role or group visibility.
- ParticipantRole Metadata Type in SFDX
Deploy ParticipantRole metadata in Salesforce DX to define collaborative participant roles, record-level access rights, and industry cloud sharing models.
- RestrictionRule Metadata Type (Restriction & Scoping Rules)
Configure Restriction Rules and Scoping Rules using the RestrictionRule metadata type. Learn recordFilter syntax, enforcementType, and Tooling API queries.
- Role Metadata Type Reference
Configure and deploy Role (.role-meta.xml) metadata to manage the Salesforce Role Hierarchy, parentRole inheritance, and implicit Account child access.
- SharedTo Metadata Structure in SFDX
Master the SharedTo metadata structure in Salesforce to define recipients for report folders, dashboard folders, list views, and sharing rules.
- SharingBaseRule Architecture in SFDX
Understand SharingBaseRule metadata architecture in Salesforce to construct criteria-based and owner-based sharing rules across standard objects.
- SharingReason Metadata Type for Apex Managed Sharing
Create and deploy Apex Sharing Reasons on custom and standard objects (API v68.0+) using the SharingReason metadata type. Learn RowCause and __Share SOQL.
- SharingSet Metadata Type for Experience Cloud Portals
Configure Customer Community record sharing with the SharingSet metadata type. Learn accessMappings, userField to objectField matching, and deployment tips.