FormulaShare | Dynamic, Cross-Object Sharing Rules for Salesforce AppExchange
FormulaShare | Dynamic, Cross-Object Sharing Rules is the #4 ranked security app on Salesforce, with a 4.9 average rating from 19 reviews, with a free plan available, as of July 12, 2026.
FormulaShare | Dynamic, Cross-Object Sharing Rules is a Salesforce AppExchange app by Cloud Sundial. With a rating of 4.9★ from 19 reviews, it currently ranks #4 in the Security category.
AppRanks data: FormulaShare | Dynamic, Cross-Object Sharing Rules ranks #4 in Developer Tools on Salesforce AppExchange, placing it in the top 12% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
FormulaShare | Dynamic, Cross-Object Sharing Rules is a category-leading Salesforce app with a limited review volume. It is listed in the Security category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 19 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (4.9★) signals consistent merchant satisfaction
- +Free tier available — no card required to evaluate
- +Published by Cloud Sundial — established developer track record
Cons
- −Limited review base (19) — ratings can shift significantly with new feedback
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About FormulaShare | Dynamic, Cross-Object Sharing Rules
How FormulaShare | Dynamic, Cross-Object Sharing 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 whose attributes match the record -- such as 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.
Category rankings
As of Jul 12, 2026- Developer Tools#4of 34Top 12%
- Security#4of 47Top 9%
- Audit And Compliance#10of 85Top 12%
- It And Administration#119of 1,460Top 9%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
FormulaShare | Dynamic, Cross-Object Sharing Rules ranks for 13 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #8
- Rank #3
- Rank #5
Competitors & alternatives
FormulaShare | Dynamic, Cross-Object Sharing Rulesdoesn't have curated competitor matchups yet. Other tracked security apps on Salesforce:
Frequently asked questions
What is FormulaShare | Dynamic, Cross-Object Sharing Rules?
FormulaShare | Dynamic, Cross-Object Sharing Rules is an app for Salesforce. It currently holds a 4.9-star rating from 19 merchant reviews, and it has been listed on the marketplace since 2019. It is listed under the Security category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Cloud Sundial.
Is FormulaShare | Dynamic, Cross-Object Sharing Rules free?
FormulaShare | Dynamic, Cross-Object Sharing Rules does not offer a permanent free plan on Salesforce. Pricing starts at 5250, and the listed tiers are Enterprise, Unlimited. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses FormulaShare | Dynamic, Cross-Object Sharing Rules?
FormulaShare | Dynamic, Cross-Object Sharing Rules is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Security category on Salesforce.
Where does FormulaShare | Dynamic, Cross-Object Sharing Rules rank on Salesforce?
FormulaShare | Dynamic, Cross-Object Sharing Rules currently sits at position #4 in the Developer Tools category on Salesforce. That places it in the top 12% of 34 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does FormulaShare | Dynamic, Cross-Object Sharing Rules integrate with?
FormulaShare | Dynamic, Cross-Object Sharing Rules lists 4 integrations on its Salesforce marketplace page. The most prominent are Service Cloud, Experience Cloud, Nonprofit Cloud, Platform Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.