Share Records with Manual Sharing

With manual sharing in Lightning Experience, you now can share records and manage record shares in a new streamlined interface. Previously, you switched to Salesforce Classic to give specific users and user groups access to records.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.

When: This functionality is available on a rolling basis starting in the Spring ’21 release and is available to all customers by February 27, 2021.

Why: Click Sharing on the record that you want to share. In the Share window, you can manage who the record is shared with and share any associated records. Manual shares are available only for accounts, opportunities, cases, contacts, leads, and custom objects.

Sharing an account record

Note

Note

  • Experience Cloud sites and the Salesforce mobile app don’t support manual sharing in Lightning.
  • Apex managed shares aren’t editable.
  • Admins can’t modify the share access of record owners.