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Compliant Data Sharing
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            Review and Edit Participant Roles for Compliant Data Sharing

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            Review and Edit Participant Roles for Compliant Data Sharing

            View, change, and delete participant roles from the Participant Roles page in Setup.

            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 view, change, and delete participant roles: Configure Compliant Data Sharing System Permission

            You can rename, activate or deactivate, or change the default access level for a participant role on the Participant Roles Setup page.

            Note
            Note You can’t delete or deactivate a participant role that has existing account participant or opportunity participant records. Delete the participant records first.
            1. From Setup, in the Quick Find box, enter Compliant, and then select Participant Roles. If Participant Roles exist, a list of existing roles is shown.
            2. To delete a participant role that hasn’t been used, click Del next to its name.
            3. Click Edit next to a participant role to see its details.
            4. You can change names, the default access level, and whether the role is active. You can’t change a role’s parent object.
            5. Click Save.
              Note
              Note When the default access level is changed for a role, it triggers updates to share table entries for all records that have been assigned that role. The update process can take some time to complete. When the update completes, a notification email is sent and an entry is added to the Setup Audit Trail describing the changes.

            See Also

             
            Ladataan
            Salesforce Help | Article