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