FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules for Salesforce
- Category rank
- #2 in Developer Tools
- Free plan · paid from
- $5,250 / company / year (USD)
- Listing audit
- 69/100
FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules is a Salesforce AppExchange app by Cloud Sundial. With a rating of 4.9★ from 19 reviews, it currently ranks #2 in the Developer Tools category.
FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules is the #2 ranked Developer Tools app on Salesforce, with a 4.9 average rating from 19 reviews, with a free plan available, as of Nov 11, 2026.
AppRanks verdict
Generated from marketplace data as of Nov 11, 2026
FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules is a category-leading Developer Tools app on Salesforce, ranked #2 of 39 in the category. It holds a 4.9★ average from 19 reviews on Salesforce. A free plan is available, so the entry feature set can be tried without a paid subscription.
Pros
- +#2 of 39 in Developer Tools
- +Free plan available — no paid subscription needed to start
- +Listed on Salesforce since 2019
Cons
- −Only 19 reviews — the average can still move with a few new ratings
About FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules
How FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules works
FormulaShare is the most advanced data-driven sharing engine for Salesforce. Trusted by 100+ orgs including major global brands across healthcare, public sector, legal, telco, financial services and more.
Replace brittle Apex sharing and inflexible native rules. Model sharing in your data, not hard-coded config.
KEY CAPABILITIES ✔ Share any standard or custom object to users, roles or groups based on field values ✔ Cross-object rules traverse up to 10 relationships in your data model ✔ Team sync - map your team structure and FormulaShare manages groups automatically ✔ Attribute-based sharing to users matching a field value e.g. region or department ✔ Extend territory sharing to every object, not just Accounts and Opportunities ✔ Conditional filters - share only when records meet specific criteria ✔ Record-level audit logging with dashboard, reports and customisable retention
ARCHITECTURE 100% native. Deployable custom metadata rules. Real-time via flows or Apex triggers, with batch safety net. Data never leaves your org.
Key features
- ✔ DYNAMIC SHARING Share to users, roles or groups in any text, formula or lookup field. One rule replaces tens or hundreds of criteria or ownership-based rules, avoids automation to stamp sharing fields and keeps the model in your data, not static config.
- ✔ CROSS-OBJECT RULES Share records based on data anywhere in your model - up to 10 relationships deep. Traverse to parents, down to children or across via common ancestors. Share an Account based on Products related via Opportunity Lines for example.
- ✔ YOUR OBJECTS AS TEAMS Map objects representing teams, departments or regions and their members. FormulaShare automates sharing based on team association, with hierarchy cascading, cross-team affiliations and role-based membership all supported.
- ✔ ATTRIBUTE-BASED ACCESS (ABAC) Share records to users with a field value matching the record, e.g. region, department or clearance level. FormulaShare creates one group per value and keeps membership current automatically. No manual group management.
- ✔ TERRITORY MANAGEMENT FOR EVERY OBJECT Share any object to ETM territories based on their association to Accounts or Leads. Use your existing territory assignments without rebuilding or duplicating your territory model.
- ✔ SHARE IN REAL-TIME Via a packaged Flow template (select the object, activate - done) or three lines of Apex in your trigger. Both run within the managed package's own governor limits. Scheduled batch and targeted calculation jobs cover all other changes
- ✔ SCALES WITH YOUR ORG Used by 100+ orgs sharing across dozens of objects and tens of millions of records. Click-and-go for simple setups; granular controls for high-volume objects and complex transaction lifecycles. Built to scale with your org.
- ✔ AUDIT-READY Complex sharing logic, distilled in clear and auditable rules. The rules list shows every rule with object, relationship path, access level and live metrics. Rules are custom metadata - version controlled and deployable with any DevOps tool.
- ✔ COMPLETE OBSERVABILITY Every sharing change logged at the record level - which rule, which context, which records, and the outcome. Built-in dashboard and reports for compliance reviews. Log retention fully customisable to suit your data volumes.
Standardized capabilities
AppRanks hasn't mapped this app to standardized capabilities yet. The developer's own feature list is shown above.
Ratings and reviews
Reviews for this app aren't archived by AppRanks yet — read them on Salesforce.
Category rankings
A category rank is the app's position in Salesforce's own category listing. Keyword ranks (search-result positions) are a separate measure.
- Developer Tools#2of 39Top 6%
- Security#5of 53Top 10%
- Audit And Compliance#7of 102Top 7%
- It And Administration#84of 1,534Top 6%
See 90-day rank history for each category
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Keyword rankings
FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules ranks for 27 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #2
- Rank #2
- Rank #3
Competitors & alternatives
FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules doesn't have curated competitor matchups yet.Other tracked Developer Tools apps on Salesforce:
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Frequently asked questions
What is FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules?
FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules is a Salesforce app by Cloud Sundial, listed in Developer Tools. It holds a 4.9-star average from 19 reviews on Salesforce. It has been listed since 2019.
Is FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules free?
FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules has a free plan on Salesforce; paid plans range from $5,250 / company / year (USD) to $8,950 / company / year (USD). Listed plans: Enterprise, Unlimited.
Where does FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules rank on Salesforce?
FormulaShare | Sharing Without Code or Constraints. Dynamic, Cross-Object Rules ranks #2 of 39 apps in Developer Tools on Salesforce.