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            Set Up Account Sharing

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Set Up Account Sharing

            Use sharing settings to control user access to mortgage records.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Set up sharing for mortgage object records using an account sharing model. This can include account team, sharing rules, or a role hierarchy.

            Example
            Example This examples sets up Account Teams for sharing.
            1. From Setup, in the Quick Find box, enter Account Teams, and then select Account Teams.
            2. If account teams are disabled, enable account teams for your organization.
              1. On the Account Team Setup page, click Enable Account Teams, select Account Teams Enabled, and then click Save.
              2. On the Page Layout Selection page, select the page layout used by your mortgage teams, enable Add to users’ customized related lists, and save.
            3. On the Account Team Setup page, click Team Roles.
            4. On the Team Role Picklist Edit page, click New.
            5. Enter Loan Officer, Underwriter, and other mortgage-related team roles at your company each on their own lines and save.
            6. To move the new roles to the top of the picklist, click Reorder, select the new roles, then click Top, and save.

            See Also

             
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