---
schema_version: "1"
id: 017940845ae18ce53c04441f11e1b9c57bf7bff23156a2f4fe65bf6d9b92b373
title: Create Account Sharing Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_account_sharing_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_account_sharing_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: eedc2bf821885392cd7cd4849ac2061763971b7d921b6947c6411b6bb9df9141
description: Create account sharing rules based on user groups to override an account’s org-wide sharing settings. With account sharing, users can access supporting accounts within the same or a different sales org.
products:
  - Consumer Goods
release: "264"
---
# Create Account Sharing Rules

Create account sharing rules based on user groups to override an account’s org-wide sharing settings. With account sharing, users can access supporting accounts within the same or a different sales org.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d63092e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d63092e47 ">To create account sharing rules:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d63092e47 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin</p>
            </td>
          </tr>
        </tbody>
      </table>

Make sure that you have:

- Installed the CGCloudAddOns add-on.
- Assigned field permissions on user profiles.
- Manually run the batch script for the AccountSharingCriterionBatch process.
- Created any necessary public groups.

Rules are defined on the Account object for each sales org.

1. From Setup, in the Quick Find box, enter sharing, and select **Sharing Settings**.
2. From the Manage Sharing Setting for: dropdown, select **Accounts**.
3. Under sharing rules, click **New**.
4. Enter the rule’s name.
5. Select the record type as **Based on Criteria**.
6. Select criteria as **Sharing Criteria**.
7. Select the operator as **equals**.
8. Select the sales org as **value**.
9. Select any additional options necessary.
10. Select the users to share the rules with.
11. Save the changes.

Schedule the AccountSharingCriterionBatch batch process through an Apex class.

#### See Also

- [Create Criteria Based Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_sharing_rules_criteria.htm&type=5&language=en_US)
- [Schedule an Apex Batch Process](https://help.salesforce.com/s/articleView?id=ind.cg_task_schedule_server_processes.htm&type=5&language=en_US)