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            Configure Sharing Settings for Interaction and Interaction Summaries

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            3. Financial Services Cloud Admin Guide

            Configure Sharing Settings for Interaction and Interaction Summaries

            Give your users access to interaction and interaction summaries using existing Salesforce data sharing features such as organization-wide defaults, role hierarchy, and sharing rules. Like all other standard objects, by default, the Grant Access Using Hierarchies option is enabled for the Interaction and Interaction Summary objects. And you can’t disable this option from the Organization-Wide Defaults list on the Sharing Settings page. As a result, the users in a role hierarchy have access to interaction and interaction summaries for all users that are below them in the role hierarchy. To prevent users from gaining automatic access to interaction and interaction summaries owned by or shared with their subordinates in the hierarchy, disable the Role-Hierarchy-Based Sharing for Interaction Summaries setting. This action disables the Grant Access Using Hierarchies option for the Interaction and Interaction Summary objects. To configure advanced, compliant data sharing rules for interaction and interaction summaries, enable compliant data sharing for the Interaction and Interaction Summary objects respectively.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To configure sharing settings for interaction and interaction summaries:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application
            1. To prevent users from gaining automatic access to interactions or interaction summaries owned by or shared with their subordinates in a role hierarchy, disable the Role-Hierarchy-Based Sharing for Interaction Summaries setting.
              1. From Setup, in the Quick Find box, enter Interaction Summary, and then select Interaction Summary Settings.
              2. Disable Role-Hierarchy-Based Sharing for Interaction Summaries.
              3. Disable Role-Hierarchy-Based Sharing for Interactions.
              Note
              Note These settings are available only if the Interaction Summary setting is enabled.
            2. Enable compliant data sharing for the Interaction and Interaction Summary objects.
              1. From Setup, in the Quick Find box, enter Compliant Data Sharing, and then select Object Enablement Settings.
              2. Enable Interaction.
                To share an interaction and to access the Interaction Participant object, ensure that compliant data sharing is enabled for the Interaction object.
              3. Enable Interaction Summary.
                To share an interaction summary and to access the Interaction Summary Participant object, ensure that compliant data sharing is enabled for the Interaction Summary object.

            See Also

             
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