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            Share an Interaction

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Share an Interaction

            You can share a record from the Interaction Participants related list or by using the Manage Participants component.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            • Share an Interaction from the Interaction Participants Related List
              You can share an interaction with a user or a group by adding them as participants to the record from the Interaction Participants related list. With this approach, you can share a record with only one user or a group at a time.
            • Share an Interaction Using the Manage Participants Component
              When you add the new Manage Participant component to an interaction record page, bankers and financial advisors can add multiple users or groups as participants to a 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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            Salesforce Help | Article