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Flexible, Secure Data Sharing for Public Sector Salesforce Orgs

FormulaShare by Cloud Sundial enables public sector organizations to manage and enforce Salesforce data access with precision and transparency. Standard Salesforce sharing tools often fall short when agencies need to reflect complex organizational structures, program criteria, or jurisdictional rules. FormulaShare fills that gap by allowing administrators to define sharing rules based on formula, lookup, or text fields without custom code.

With FormulaShare, access can be granted dynamically according to related records or calculated conditions. For example, a Case can be shared with staff if its linked Region matches their assigned jurisdiction, or a document can be made visible only to departments flagged by a formula. These rules are fully declarative, meaning administrators can configure, adjust, and deploy them without developer intervention.

For public sector organizations, this delivers several critical benefits:

  • Granular, relationship-aware sharing: Access is determined by fields on related records, supporting agency hierarchies, jurisdiction boundaries, or program affiliations.
  • Automated enforcement: Sharing updates run in real time or batch schedules, ensuring data access reflects current records with minimal manual effort.
  • Auditability and transparency: Rules are represented in a single list in a clear format which can be shown as part of an internal or external audit. Logs and dashboards provide insight into who received access, why, and when, supporting compliance and oversight.
  • Governance-ready deployment: Sharing logic is stored as metadata, allowing secure promotion across environments and alignment with change management processes.
  • By reducing reliance on custom development, FormulaShare lowers maintenance costs and accelerates delivery of secure solutions. Agencies, educational institutions, and healthcare providers can apply least-privilege access consistently, protect sensitive records, and adapt quickly to changing needs.
  • From safeguarding citizen case files to managing inter-agency collaboration, FormulaShare helps public sector Salesforce deployments stay secure, auditable, and responsive.