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Compliant Data Sharing
Add the Sharing Button to Page Layouts for Compliant Data Sharing

Add the Sharing Button to Page Layouts for Compliant Data Sharing

Use the Sharing button on page layouts to allow users to review the detailed sharing rows in effect for those records in Salesforce Classic.

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
  1. From Setup, open Object Manager, and select the object you want to add the participant related list to, such as Accounts. Then click Page Layouts.
  2. Click Edit next to the layout you want to change.
  3. In the object palette, select Buttons.
  4. Drag the Sharing tile into the button list in the Account Detail section.
    Drag the Sharing button into the Standard buttons list
  5. Click Save on the object palette.
  6. Repeat steps 1 through 5 to update page layouts for the other participant objects.
 
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