Sharing records automatically for Faculty Early Alert users
The Sharing tab in Faculty Early Alert Settings enables you to automatically share Contact/Student records for Faculty users for current Academic Periods. Click the toggle to Enable Automatic Sharing. When a Course record is updated with Faculty information, the system will share the student records with the faculty member with the Sharing Reason of Manual.
- If you have internal Organization-wide Defaults of Public Read/Write and all Faculty have platform licenses then there is no reason to enable this setting. Similarly if you have some other form of sharing for Faculty Users - e.g., Sharing Rules, then again it's not necessary to enable this.
- If, however, your Organization-wide Defaults are locked down (Private or Public Read) and you don't want to go through the process of setting up sharing manually, you can enable this.
Note: When Automatic Sharing is enabled, in addition to real time sharing changes triggered by changes to Course records, a job is scheduled to run weekly (Mondays at 11 PM in the running user's time zone). The job will recalculate programmatic sharing on Contacts/Students for faculty. You can also recalculate on-demand by selecting the Run Update button.
Enable Automatic Removal of Sharing will remove sharing if the faculty member is removed from the course.
Note: Automatic Removal will remove sharing on Contacts/Students for faculty Users with the Sharing Reason of “Manual” even if it was granted by some process other than TargetX Faculty Alerts. A Sharing Reason of “Manual” is used by TargetX Faculty Alerts as Salesforce does not allow custom Sharing Reasons for standard objects.