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Share records with Compliant Data Sharing in Salesforce CRM for orgs with strict sharing policies. Record owners and non-owner participants who were given edit access through Compliant Data Sharing can assign participants to that record.
| 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 |
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