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            Things to Know About Sharing Opportunities

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            Things to Know About Sharing Opportunities

            Review considerations for sharing opportunities. By sharing your opportunities, you can give visibility into your pipeline to others who can provide important information to help you close deals.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic

            Available in: all editions for orgs created before Summer ’09

            Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions for orgs created in Summer ’09 and later

            Overall Sharing Model

            • Your Salesforce admin determines the default access levels across your Salesforce org, including the default opportunity access levels for territories.

            Sharing Your Own Opportunities

            • Although you can increase access to your opportunities, you can’t restrict access further than the default access levels determined by your Salesforce admin.
            • To share an opportunity with another user, that user must have read access to opportunities.

            Sharing Info for Opportunities

            • The sharing detail page lists the users, groups, roles, and territories that have sharing access to an opportunity.
             
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