Object-Specific Share Locks (Pilot)

When you create, edit, or delete a sharing rule, recalculation runs to update record access in the organization. This operation can take some time if you have many users and a lot of data. The object-specific share locks feature enables you to make changes to a sharing rule for other objects, without waiting for recalculation across all objects to complete. Depending on the object, sharing rule type, and target group of the users, you can make changes to sharing rules on another object or the same object via the UI or API.
Note

Note

We provide this feature to selected customers through a pilot program that requires agreement to specific terms and conditions. To be nominated to participate in the program, contact Salesforce. Because pilot programs are subject to change, we can’t guarantee acceptance. This pilot feature isn’t generally available, as referenced in this document or in press releases or public statements. We can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available features.

Without object-specific share locks, you can’t submit simultaneous sharing changes until recalculation across all objects is complete. If you are enabling object-specific share locks, consider the following changes in your organization.

Criteria-based and ownership-based sharing rules
Recalculation is run if a sharing rule has changed or when you click the Recalculate button on the Sharing Settings page. Clicking this button locks sharing rules for that object (1), but you can still make changes to sharing rules for another object.
Note

Note

You don’t need to recalculate each time you edit or create a sharing rule. Only use the Recalculate buttons on the Sharing Rules related lists if sharing rule updates have failed or are not working as expected. The administrator will receive a notification email if sharing rule updates have failed.

Clicking the Recalculate button locks sharing rules for that object.
When an ownership-based sharing recalculation is in progress, you can’t create, edit, or delete ownership-based sharing rules for an object that targets the affected group of users. For example, let’s say you’re creating an ownership-based lead sharing rule targeting all internal users. You can create, update, or delete another ownership-based sharing rules for leads targeting all internal users only after the recalculation finishes. You’ll receive an email notification when the recalculation is complete. However, you can still create another ownership-based sharing rules for leads targeting any other public group except the All Internal Users group, while the recalculation from the creation of the first sharing rule is still in progress.
When a criteria-based sharing recalculation is in progress, you can’t edit or delete that rule (2). But you can simultaneously create, edit, or delete any other criteria-based or ownership-based sharing rule.You'll be notified when one or more sharing rule operations is running.
You can’t modify the organization-wide defaults when a recalculation is running and vice versa.Organization-wide defaults remain disabled if any locks are in place.
Account, cases, contacts, and opportunities
Sharing rules can affect accounts and the associated account children—cases, contacts, and opportunities, so they are locked together to ensure that recalculation runs properly. For example, creating and editing account sharing rules prevents you from creating or editing a case, contact, or opportunity sharing rule. Similarly, creating or editing an opportunity sharing rule prevents you from creating or editing a case, contact, or account sharing rule before recalculation is complete. Note that locks are not shared across objects, except in the case of accounts and associated account children.
Note

Note

Clicking the Recalculate button for any of these four objects’ sharing rules prevents anyone from making changes to any sharing rules for those objects until recalculation is completed.

In the following example, an ownership-based account sharing rule has been deleted and recalculation is in progress. Although you can’t create, edit, or delete another ownership-based sharing rule belonging to any of these objects, you can make changes to a criteria-based sharing rule (3) belonging to those objects.Accounts and associated children are locked together.