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Share Contacts
Share contacts with other users to make it easier to collaborate within your sales team.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
To share contact records with other users, those users must have Read permission for Contacts. When you share a contact record that has an associated account, the account is also shared only if you have permission to share account records.
- On a contact’s detail page, click Sharing. The sharing detail page lists the users, groups, roles, and territories that have sharing access to the contact.
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On the sharing detail page, do any of the following.
- To show a filtered list of items, select a predefined list from the View dropdown list, or click Create New View to define your own custom views.
- To edit or delete any view you created, select it from the View dropdown list and click Edit.
- To edit or delete any view you created, select it from the View dropdown list and click Edit.Click Expand List to view all users that have access to the record.
- To grant access to the record to other users, groups, roles, or territories, click Add.
- For manual sharing rules that you created, click Edit or Del next to an item in the list to edit or delete the access level.
- Save your changes.
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