By sharing your opportunities with other user you give visibility into your pipeline so others can provide you with important information to help you close your deals. Before you share your opportunities, make sure you’re aware of these considerations.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: All Editions for organizations activated before Summer ’09|
Available in: Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for organizations activated after Summer ’09
- Your administrator determines your organization’s sharing model, including the default opportunity access levels for territories.
- While you can increase access to your opportunities, you can’t restrict it below your organization’s default access levels.
- To share an opportunity with another user, that user must have the “Read” permission on opportunities.
- The sharing detail page lists the users, groups, roles, and territories that have sharing access to the opportunity.