Administrators can enable Compliant Data Sharing for Account and
Opportunity objects. Administrators and compliance managers then configure data sharing roles
with associated access levels to adhere to compliance with regulations and company policies.
An
account or opportunity record owner shares a record with other relevant
users.
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
A participant is an internal user who’s been assigned a Participant Role for a record.
The participant role assigned to the participant determines their record access level.
Share Records Using Compliant Data Sharing Share records with Compliant Data Sharing in Experience Cloud or in Salesforce CRM for orgs with strict sharing policies. Record owners and non-owner participants who were given edit access through Compliant Data Sharing can assign participants to that record.
Manage Participants for Private Opportunities in Compliant Data Sharing Private opportunities behave differently from other objects that use Compliant Data Sharing. When an opportunity is private, it can’t be shared using Compliant Data Sharing and you can’t assign opportunity participants to an opportunity that’s set to Private.
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