Overview of Rules Configuration Options

Before you begin to create custom object sharing rules, it’s a good idea to review and configure the default options that determine how rules are processed and the types of rules you can use.

You can configure options that determine:

  • Whether real-time or near real-time processing of object records is enabled

  • Whether or not the object sharing rules assignment process is scheduled to run automatically, and how frequently the process runs

  • Whether or not you can create hybrid object sharing rules; these are rules that include a predefined rule condition and one or more custom rule conditions

Review the topics in this section for additional information.