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            Set Up Compliant Data Sharing for Compliance

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            Set Up Compliant Data Sharing for Compliance

            Add related lists that display object participants to page layouts.

            Required Editions

            Available in: Lightning Experience
            Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
            User Permissions Needed
            To set up Process Compliance Navigator: Compliance Admin permission set
            To use Process Compliance Navigator: Compliance User permission set
            To set up Compliant Data Sharing: Configure Compliant Data Sharing system permission
            To share records using Compliant Data Sharing:

            Use Compliant Data Sharing system permission

            AND

            Be the owner of the record OR have edit access on the record through Compliant Data Sharing
            To have a record shared with you using Compliant Data Sharing: Use Compliant Data Sharing system permission

            Configure your org to get the most from the advanced data sharing capabilities of the Compliant Data Sharing feature.

            Add the Business Operations Process Participant, Compliance Control Participant, Compliance Policy Participant, Regulation Participant, and Validation Procedure Participant related lists to the Compliance object page layouts.

            Create participant roles to specify the access level it grants to a record when assigned to a participant. Create participant groups to define groups of users with the same role in their record interactions.

             
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