Setting Sharing Rules
Next, you must give the Public Read Only and Public options criteria-based values to make them work properly. Follow these steps:
- In Salesforce, click Setup.
- In the Quick Find box, type sharing and select the Sharing Settings result.
- From the Manage sharing settings list, click Conga Grid View.
- In the Conga Grid View Sharing Rules related list, click New.
- Enter the following values, then click Save:
- Label: Conga Grid View
- Rule Name: Conga Grid_View
- Rule Type: Based on Criteria
- Field: Privacy
- Operator: Equals
- Value: Public Read Only
- Share With: Public Groups, All Internal Users
- Access Level: Read Only
- In the Conga Grid View Sharing Rules related list, click New.
- Enter the following values, then click Save:
- Label: Conga Grid View1
- Rule Name: Conga Grid_View1
- Rule Type: Based on Criteria
- Field: Privacy
- Operator: Equals
- Value: Public
- Share With: Public Groups, All Internal Users
- Access Level: Read/Write
