Create Criteria-Based Sharing Rules for Field Service
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
Who: Admins need the Manage Sharing user permission to create sharing rules.
- Product Item
- Return Order
- Service Appointment
- Service Resource
- Service Territory
- Work Type
For example, set up a sharing rule using the Location field on product items to share all product item records in your San Francisco warehouse with the warehouse manager.
How: Create sharing rules from the Sharing Settings page in Setup.