What are Sharing Rules & Roles?

Sharing Rules and Roles are a crucial part of data access control and security in Salesforce. Both aim to ensure that the right users get the right level of access, but they work in different ways.

Sharing Rules in Salesforce are a way to share access to records with users who would not normally have access to them.

Roles in Salesforce are a hierarchy structure that determines which records a user can access, based on their position below or at the same level in the role hierarchy.

Roles are a hierarchy-based access control mechanism that organizes the overall data access structure. Sharing Rules provide granular control, allowing you to grant additional access that may not be possible through the role hierarchy and OWD.