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Sharing Model

The overall Salesforce sharing architecture for an org that includes org-wide defaults, role hierarchy, sharing rules, manual sharing, Apex sharing, and teams, collectively defining record-level access for all users.

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Definition

The overall Salesforce sharing architecture for an org that includes org-wide defaults, role hierarchy, sharing rules, manual sharing, Apex sharing, and teams, collectively defining record-level access for all users.

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In plain English

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The Sharing Model is the overall Salesforce sharing architecture for your org. It includes org-wide defaults, role hierarchy, sharing rules, manual sharing, Apex sharing, and teams, collectively defining how record-level access works across the whole organization.

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Worked example

scenario · real-world use

Brookford Capital's Sharing Model is the architecture that determines record-level access for all 800 users. The Sharing Model layers: Org-Wide Defaults (Account = Public Read Only, Opportunity = Private as the floor); Role Hierarchy (managers see their teams' records); Sharing Rules (regional teams share Account access with each other); Manual Sharing (record owners grant exception access); Apex Managed Sharing (custom sharing logic for the compliance team). Together these layers compose the org's complete access model. The Sharing Model is the umbrella term for everything that determines "who sees what."

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Why Sharing Model matters

The Sharing Model is the overall Salesforce sharing architecture for an org that includes org-wide defaults, role hierarchy, sharing rules, manual sharing, Apex sharing, and teams, collectively defining record-level access for all users and all records. It's the complete picture of how data access works in your Salesforce implementation.

Designing a sharing model is one of the most consequential decisions in any Salesforce implementation because it affects every user's daily experience. A well-designed sharing model provides appropriate access without being overly complex; a poorly-designed one either blocks people from data they need or exposes data they shouldn't see. Mature implementations document their sharing model and review it as the organization evolves.

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How organizations use Sharing Model

BrightEdge Solutions

Designed their sharing model during implementation and documents it for ongoing governance.

NovaScale

Reviews their sharing model annually to ensure it matches organizational changes.

Cobalt Ventures

Treats sharing model design as foundational architecture work.

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Trust & references

Official documentation

Straight from the source - Salesforce's reference material on Sharing Model.

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