Account Relationships and Account Relationship Data Sharing Rules

Account relationships and account relationship data sharing rules give you granular control over how account information is shared. They allow you to share object records related to an account, such as cases, opportunities, and contacts. The shared records don’t have to be owned by a user of that account, they just have to be associated with it. You can also determine the access level granted, such as read or write.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Applies to: LWR, Aura, and Visualforce sites

Account relationship data sharing rules allow you to define the criteria that are used to share object records with an external account. The data sharing rule defines the relationship type, the information that is shared, and the record access given to the account that is gaining access.

Once you’ve created your data sharing rule, you can use it to share data with an external account by creating an account relationship. The account relationship comprises the account that is sharing information, the account that is accessing those records, and the type of relationship they have.

Go to Digital Experiences | Settings and select Enable Account Relationships under Account Relationship Settings.

Learn more about account relationships in this video.

Configure Account Relationship Data Sharing Rules
After account relationships are enabled, set up an account relationship data sharing rule. This rule defines the relationship type, the type of information shared, and the record access granted.
Create an Account Relationship
When you’ve created an account relationship data sharing rule, assign it to an account relationship to begin sharing.
View Shared Account Records in Your Experience Cloud Site
Once an account relationship data sharing rule is in effect, the shared information filters into the object list view of the account gaining access (Account From).
Create Reports for Account Relationships
Create a custom report using the Account Relationship object to track your account relationships. Once you’ve created the report, share your information in a dashboard.
Considerations When Using Account Relationships and Data Sharing Rules
There are a few things to keep in mind when you use account relationships or Account Relationship Data Sharing rules.
Best Practices for Account Relationships
Looking for best practices and use cases to help you get the most out of your account relationships and account relationship sharing rules? You’ve come to the right place.