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Compliant Data Sharing
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            Set Org-Wide Sharing Defaults for Compliant Data Sharing

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            Set Org-Wide Sharing Defaults for Compliant Data Sharing

            To get the benefits of Compliant Data Sharing, set org-wide sharing settings for supported objects to Private or Public Read-Only.

            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

            Compliant Data Sharing works when a supported object’s org-wide sharing default is Private or Public Read-Only. If the sharing default is set to Public Read/Write, everyone can access that object and Compliant Data Sharing has no effect on a participant’s access to a record.

            Note
            Note Before changing an org-wide sharing setting away from Public Read/Write, consider the impact on current business processes. Changing to Public Read Only or Private prevents some users from seeing or editing records until Compliant Data Sharing setup is complete and participant roles are assigned.

            To review and update org-wide sharing settings for the Account and Opportunity objects:

            1. From Setup, in the Quick Find box, enter Sharing, and then select Sharing Settings.
            2. Under Organization-Wide Defaults, review the access levels for the Account, Opportunity, custom objects, and objects provided by your cloud. By default, the sharing setting for Account and Contract is Public Read/Write, and the sharing setting for Opportunity is Public Read Only.
              Org-wide sharing settings for the Account and Opportunity objects
            3. To change an access level, click Edit.
            4. For each object, select the default access you want to use.
            5. Save your changes.

            See Also

             
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