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Business Platforms & EA · Intermediate

Criteria-Based Sharing Rule

Sharing rule that shares records based on field values rather than ownership.

Definition

Criteria-based rules evaluate fields such as Region or Type and share matching records with roles, groups or territories. They cannot use formula fields as criteria.

Example

Share all Accounts where Industry = Healthcare with the Healthcare Specialists public group.

Exam tip

Formula fields cannot be used as criteria in criteria-based sharing rules.

Related terms