To ensure that a subset of Service Delivery records are visible to selected staff while maintaining private sharing settings, you should use criteria-based sharing rules:
Navigate to Sharing Settings:
Go to Setup in Salesforce.
Enter "Sharing Settings" in the Quick Find box and select it.
Create a Criteria-Based Sharing Rule:
In the Sharing Settings, locate the object for which you want to create the sharing rule (e.g., Service Deliveries).
Create a new sharing rule and select "Based on Criteria" as the rule type.
Define the criteria that records must meet to be shared (e.g., specific fields or values that identify the subset of records).
Specify the users or roles that should have access to these records and define the level of access (Read/Write).
Save and Apply the Rule:
Save the sharing rule and ensure it is activated.
Verify that the selected staff have the appropriate access to the records as defined by the rule.
By using criteria-based sharing rules, you can selectively grant access to specific records without compromising the overall privacy settings of the organization.
Reference:
Salesforce Help: Setting Up Sharing Rules
Nonprofit Success Pack (NPSP) Documentation on Sharing and Security Settings