Advanced Setup (Legacy)

Articles in this section outline configuration and deployment options which might be useful to support certain use cases:

  • Standard object options - Sharing of standard objects in Salesforce is a little quirky, and two options are available in FormulaShare to allow automatic sharing in a way which makes sense for your org. We recommend reading this section and configuring appropriately
  • Settings overrides - It's possible to customise a number parameters used by the FormulaShare package. Details of how to do this are in this section
  • Accessing and deploying rule metadata - Since FormulaShare rules are managed as custom metadata, they can be modified and deployed as any other custom metadata type. Check this section for considerations around this