Loading
Salesforce now sends email only from verified domains. Read More
Compliant Data Sharing
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
            Add Participant Roles for Compliant Data Sharing Enabled Objects

            You are here:

            1. Salesforce Help
            2. Docs
            3. Compliant Data Sharing

            Add Participant Roles for Compliant Data Sharing Enabled Objects

            After Compliant Data Sharing is enabled for objects, create participant roles.

            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 create participant roles: Configure Compliant Data Sharing System Permission

            Participant Roles define the available roles and associated record access that a user can be assigned for each object enabled for Compliant Data Sharing.

            Note
            Note A maximum of 10 participant roles can be active for each object enabled for Compliant Data Sharing.
            1. From Setup, in the Quick Find box, enter Participant, and then select Participant Roles.
            2. On the Participant Roles Setup page, click New.
            3. Enter a name.
            4. Select a parent object, such as Account or Opportunity.
            5. Select Active.
            6. Enter an API name or use the system default.
            7. Select a default access level.
              Compliant Data Sharing New Participant Role
            8. Click Save.

            See Also

             
            Loading
            Salesforce Help | Article