Assign the Compliant Data Sharing permissions and object access to users depending on
their needs. After a user is assigned a participant role for a record or as a member of a
participant group, they can’t be deactivated. Delete all associated junction objects and remove
them from all participant groups before deactivating them.
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
Create Permission Sets for Compliant Data Sharing Create a permission set for users who configure Financial Services Cloud and Compliant Data Sharing and another permission set for Compliant Data Sharing users.
Remove Access to Data Granted through Compliant Data Sharing A user with object participant or participant group member records can’t be deactivated until their associated records have been deleted. If you attempt to deactivate the user before deleting these records, you see an error message linking to one of the records that must be deleted.
Deactivate a User and Retain Inactive Participant Records Save time when you deactivate Salesforce users who have Compliant Data Sharing records without first deleting the user's associated participant or participant group member records. The setting allows you to retain the users inactive participant and participant group records.
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