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.
Required Editions
To share a financial deal and to access the Financial Deal Participant object, ensure
that compliant data sharing is enabled for the Financial Deal object.
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
User Permissions
Needed
To share a financial deal from the Financial Deal Participants related
list:
Financial Services Cloud Extension OR FSC Sales
From a financial deal record page, on the Financial Deal Participants related list,
click New.
From the Participant list, search for and select the user or the group that you want to
share the financial deal with.
Select a participant role, enter comments, and select
Active.
Save your changes.
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