Implement Team-based Sharing model for Custom Objects using Flows

Just like Account, Case and Opportunity teams, do you(or your end users) miss the team based record sharing when working with custom objects? Well, you as an admin can change that because you now possess a superpower within you called FLOWS!

I recently did a session at New Delhi Salesforce Dev Group on how you can use flows to implement a team based sharing model.

Here’s the recording of the session:

[UPDATE July 2020]

Screenshot of ‘Delete Review Share Record’ element.

[Update November 2020]

With the announcement of Before Delete trigger in flows, instead of using the Active checkbox to unshare the record, you can simply create a RecordTriggered(on Before delete event) flow and delete the record from the “Share” object.

Hope you enjoy watching it! Catch you in the next one! ✌ Thank you for being an awesome reader! Subscribe to this blog for receiving all the latest updates straight to your inbox. 🙂