Know who can view, create, and delete events and tasks, and when they have access. Calendar sharing and access are controlled separately from access to individual activities.
|Available in Lightning Experience in: Contact Manager, Personal, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|Available in Salesforce Classic in: All Editions Except Database.com|
Watch a Demo: Who Sees What: Organization-Wide Defaults
Several kinds of settings affect your access to events and tasks owned by others in your Salesforce org.
- You have access to view and edit your own activities plus activities assigned to people below you in the role hierarchy of your Salesforce org.
- People with the “View All Data” permission can view all activities.
- Sharing Model
- When the activity sharing model is “Controlled By Parent,” people with “View All” permission for the type of object on the related record can view the activity.
- Suppose you relate one or more contacts to an activity that other people can view. Those people can view the activity along with the name, account name, and title of each contact you relate to the activity—regardless of whether they can otherwise view that information.
- An event with the Private checkbox selected is accessible only by the person assigned to the event.
You can view an activity when one of the following applies:
- You’re assigned to the activity
- You’re above the user assigned to the activity in the role hierarchy
- You have at least read access to the record to which the activity is related
- You have the “View All Data” permission
- You have the “View All” object-level permission for at least one contact and the related opportunity, account or case, and Shared Activities is enabled
- You have the “View All” object-level permission for the related opportunity or account, where the sharing model applied to the record is “Controlled By Parent”, and Shared Activities isn’t enabled
You can edit or delete an activity (in Salesforce Classic only) when the following applies:
- You have the “Edit Tasks” and “Edit Events” permissions
- You’re assigned to the activity, or
- You’re above the user assigned to the activity in the role hierarchy, or
- You have the “Modify All” object-level permission in the related record, where the record’s sharing model is “Controlled By Parent.” (with Shared Activities enabled, you need the “Modify All” object-level permission for at least one contact and the related record), or
- You have the “Modify All Data” permission