Sharing Account Records

When account is selected as the object to share, additional options are available to also select the sharing level of related contacts, opportunities and cases:

Account sharing options
Options available will depend on the internal org-wide default settings for each object


If manual or apex sharing is already set on an account which falls within the scope of a rule, FormulaShare will check the existing contact, opportunity and case sharing against the rule defaults and apply the most permissive levels for each of these objects.