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Share a Financial Deal
You can share a financial deal record from the Financial Deal Participants related list or by using the Manage Participants component.
- Share a Financial Deal from the Financial Deal Participants Related List
Give users access to a record without writing complex code. You can share a financial deal record with a user or a group by adding them as participants to the record from the Financial Deal Participants related list. With this approach, you can share a record with only one user or a group at a time. - Share a Financial Deal Using the Manage Participants Component
When you add the Manage Participant component to a financial deal record page, deal teams can add multiple users or groups as participants to the record. And they can assign roles from within the component. The component also provides a suggested list of users or groups to add to the record.
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