Loading
Upcoming Mandatory Changes to Public Key Infrastructure (PKI)Read More
Salesforce Enforces New Security Requirements in Summer 2026Read More
Agentforce Contact Center
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Share Assessment Records with Quality Analysts

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Contact Center

            Share Assessment Records with Quality Analysts

            Configure sharing rules and organization-wide defaults to grant quality analysts read and write access to interaction assessment records.

            Required Editions

            Supported Editions for Workforce Engagement Management
            User Permissions Needed
            To manage data sharing structures: Quality Manager
            1. From Setup, in the Quick Find box, enter Sharing Settings.
            2. Create a sharing rule for Assessment to share records with a Public Group or Role of Quality Analysts. Provide these details:
              • Rule Name Label: AssessmentNewRule
              • Rule Name: CallSharingNewRule
              • Select records to be shared: Voice call owned by owners: Roles, APAC_REP_ROLE
              • Select the users to share with: Share with: Roles, APAC_QA_ROLE (This is the role associated with the quality analyst for the rep team)
              • Select the level of access for the users: Access level: Read/Write Only
            3. Save your settings.
              Note
              Note Set Org-wide sharing default for AssessmentQuestionResponse Default Internal Access and Default External Access as Controlled by Parent.
             
            Loading
            Salesforce Help | Article