FormulaShare is a Salesforce app, available on the AppExchange and offered in free and subscription versions.
Created to address limitations with native Salesforce sharing, FormulaShare allows formula fields, text fields and lookups to define who Salesforce records should be shared with. FormulaShare can substantially reduce the number of sharing rules and sharing automation in an org, and cater to use cases not possible with out-of-the-box features.
- Records are shared to entities specified in formula, lookup or text fields
- Field used for sharing can be on the record itself, or on a related record associated through a series of lookups
- Sharing to users, roles and public groups is supported in all versions, with Enterprise and Unlimited also supporting synchronisation of team structures from your data model, sharing based on a matching user field and much more
- Sharing changes are assessed in real time as shared records are created and modified
- Batch assessment options cater to orgs of all sizes and data volumes
- Rules are custom metadata, so can be easily managed by admins and packaged for deployment
- Any shareable standard or custom objects are supported
The app has passed the rigorous Salesforce security review. The app is offered under an open-core model, with the core sharing assessment engine publicly available on Github for users to review.