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Business Platforms & EA · Foundational

Manual Sharing

Ad hoc record sharing by the owner, someone above them in the hierarchy, or an admin, using the Sharing button.

Definition

Manual sharing grants access to individual users, groups or roles on a single record. It is removed when record ownership changes. It is available only when OWD is more restrictive than Public Read/Write.

Exam tip

Manual shares are lost on owner change; use Apex managed sharing with a custom reason to persist them.

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