---
schema_version: "1"
id: 0efebd09458147b917bbdf4f8d6d3d3facf19ca107b07fd48f4940886e7d54a1
title: Define Sharing Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/v4s_setup_define_sharing_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_define_sharing_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2d19dfe8573e98e0e5c3f549f26ea0b8cd985599302d1118da3b56b187c599ea
description: If you have an existing Volunteers for Salesforce org that has been upgraded to the Salesforce Winter '20 release and have enabled the Secure Guest User Record Access setting, create sharing rules to give guest users access to your records.
products:
  - Nonprofit
release: "264"
---
# Define Sharing Rules

If you have an existing Volunteers for Salesforce org that has been upgraded to the Salesforce Winter '20 release and have enabled the Secure Guest User Record Access setting, create sharing rules to give guest users access to your records.

For information about guest user sharing settings, see [Secure Guest Users’ Sharing Settings and Record Access](https://help.salesforce.com/articleview?id=networks_secure_guest_user_sharing.htm&type=5) .

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_important.png)

Important

Organization-Wide Defaults (OWDs) will no longer be applied to Site Guest Users for new orgs created after the [Salesforce Winter '20 release.](https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/salesforce_release_notes.htm) Site Guest Users must be granted access via [Criteria Based Sharing](https://help.salesforce.com/s/articleView?id=sfdo.v4s_setup_config_site_guest_user_access_volunteers.htm&release=264.0.0&type=5 "The System Admin must select Grant Guest Users Update Access in Volunteer Settings to allow guest users to update records shared with them."). If your org is new, this setting will be in place by default. Existing org will need to check the Secure Guest User Record Access checkbox.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)

Note When following the [steps provided by Salesforce](https://help.salesforce.com/articleview?id=networks_secure_guest_user_sharing.htm&type=5) to enable the Secure Guest User Record Access setting, click **Edit**. Scroll past all the Objects to Other Settings, and check **Secure Guest User Record Access**.

To determine which sharing rules to create, use the criteria below

- If the OWD for Contact is not set to Controlled by Parent, you need to create sharing rules for Campaign and Contact.
- If the OWD for Contact is set to Controlled by Parent, you need to create sharing rules for Campaign and Account.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)

Note Contacts are considered private, and cannot be shared, if they're not associated with an Account. If you don't have automations like the NPSP Household Account Model that automatically assigns a Contact to an Account, consider using **Signup Bucket Account On Create** in V4S Custom Settings.

The sharing rules in this article are examples. We encourage you to set up sharing based on your org's needs.

## Define Campaign Sharing Rules

To define Campaign sharing rules:

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)

Note For Jobs and their related Shift and Hours records to display on the Volunteers Site, the Campaign must be shared with the Site Guest User.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/resources-product/images/setup.png), then click **Setup**.
2. Enter Sharing Settings in the Quick Find box, then click **Sharing Settings**.
3. Scroll down to Campaign Sharing Rules related list.
4. In the Campaign Sharing Rules related list, click **New**.
5. In the Label field, enter Volunteers Site Guest User.
6. In the Rule Name field, enter Leave Default derived from the Label.
7. In the Rule Type field, enter Guest user access, based on criteria.
8. Select the records to share:
    
    - **Field**: Active
    - **Operator**: equals
    - **Value**: True
9. In the Select the users to share with section, enter Volunteers Site Guest User (your site name might be different).
10. In the Select the level of access for the users section, set Campaign Access to Read Only.
11. Click **Save**.

![Criteria Based Sharing Rule for Campaign](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/campaignsharingrule.png)

## Define Contact Sharing Rules

To define Contact sharing rules:

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)

Note When the Organization-Wide Default for the Contact object is set to Controlled by Parent, you will need to share at the Account level instead. Contacts are considered private, and cannot be shared, if they're not associated with an Account.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/resources-product/images/setup.png), then click **Setup**.
2. Enter Sharing Settings in the Quick Find box, then click **Sharing Settings**.
3. Scroll down to Contact Sharing Rules related list.
4. In the Contact Sharing Rule related list, click **New**.
5. In the Label field, enter Volunteers Site Guest User.
6. In the Rule Name field, enter Leave Default derived from the Label.
7. In the Rule Type field, enter Guest user access, based on criteria.
8. Select the records to share:
    
    - **Field**: Volunteer Status
    - **Operator**: equals
    - **Value**: Check all Volunteer Status options
9. In the Select the users to share with section, enter Volunteers Site Guest User (your site name might be different).
10. In the Select the level of access for the users section, set Contact Access to Read Only.
11. Click **Save**.

![Criteria Based Sharing Rule for Contacts](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/contactsharingrule.png)

## Define Account Sharing Rules

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)

Note When the Organization-Wide Defaults for the Contact object is not set to Controlled by Parent, you will need to share at the Contact level instead. Contacts are considered private, and cannot be shared, if they're not associated with an Account.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)

Note It's important to know which account or account type is associated with the volunteer's contact record. If your org's Account sharing criteria does not grant access to the right account for volunteers, the Guest Site User won't have access to the Contact and a duplicate Contact will be created. Not sure which account model you are using? If you're using NPSP learn more in [Which Account Model Am I Using?](https://help.salesforce.com/s/articleview?id=sfdo.npsp_which_account_model_am_i_using.htm) If you aren't using NPSP, check with your System Administrator to determine the best sharing rule fields and values to use for granting access to a volunteer’s account.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/resources-product/images/setup.png), then click **Setup**.
2. Enter Sharing Settings in the Quick Find box, then click **Sharing Settings**.
3. Scroll down to Account Sharing Rules related list.
4. In the Account Sharing Rules related list, click **New**.
5. In the Label field, enter Volunteers Site Guest User.
6. In the Rule Name field, leave the default Rule Name field value as is.
7. In the Rule Type field, select Guest user access, based on criteria.
8. Select the records to share. For example, if you want to share Contacts for an Account of a given industry (Nonprofit), you would enter these values:
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/images/icon_note.png)
    
    Note Remember, these are examples. We encourage you to set up sharing for your volunteer's Account record as needed for your org.
    
    - **Field:** Industry
    - **Operator:** equals
    - **Value:** Not For Profit
9. In the Select the level of access for the users section, set Default Account and Contact Access to Read Only.
10. Click **Save**.

![Criteria Based Sharing Rule for Accounts](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-volunteers_for_salesforce-264-0-0-production-enus/1854165a-1e96-498b-9cfb-c6516fed9d92/volunteers_for_salesforce/images/accountsharingrule.png)