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Compliant Data Sharing
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            Add Participant Groups for Compliant Data Sharing

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            Add Participant Groups for Compliant Data Sharing

            Create participant groups to share a record with a group of users without having to create individual participant records for each team member.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions in Financial Services Cloud
            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Public Sector Solutions
            User Permissions Needed
            To configure participants groups:

            Configure Compliant Data Sharing System Permission

            AND

            Use Compliant Data Sharing System Permission
            Note
            Note A maximum of 100 participant groups can be added to each parent record, regardless of the number of participants in each group.
            1. Create a participant group.
              1. From Setup, in the Quick Find box, enter Participant, and then select Participant Groups.
              2. On the Participant Groups Setup page, click New.
              3. Enter a name, such as Support Team.
              4. Enter a developer name or use the system default.
              5. Click Save.
                Compliant Data Sharing Participant Groups
            2. Add members to the participant group.
              1. On the Participant Groups setup page for the group you created, click Add Member.
              2. To add a user, select People from the dropdown list.
              3. To add a participant group, select Group from the dropdown list.
              4. Enter the name of the user or participant group to add, and select it from the dropdown list.
              5. Click Save.

            Assign the participant group as a participant on a record.

             
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            Salesforce Help | Article