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            Share an Interaction from the Interaction Participants Related List

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            3. Financial Services Cloud Admin Guide

            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.

            Required Editions

            To share an interaction and to access the Interaction Participant object, ensure that compliant data sharing is enabled for the Interaction object.

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To share an interaction using the Interaction Participants related list:

            Financial Services Cloud Extension OR FSC Sales
            1. From an interaction record page, on the Interaction Participants related list, click New.
            2. From the Participant list, search for and select the user or the group that you want to share the interaction with.
            3. Select a participant role, enter comments, and select Active.
            4. Save your changes.
             
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