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            Share an Interaction Summary from the Interaction Summary Participants Related List

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            Share an Interaction Summary from the Interaction Summary Participants Related List

            You can share an interaction summary record with a user or a group by adding them as participants to the record from the Interaction Summary 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 Summary and to access the Interaction Summary Participant object, ensure that compliant data sharing is enabled for the Interaction Summary object.

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

            Financial Services Cloud Extension OR FSC Sales
            1. From an interaction summary record page, on the Interaction Summary 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 summary with.
            3. Select a participant role, enter comments, and select Active.
            4. Save your changes.
             
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