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Compliant Data Sharing
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            Manage Participants for Private Opportunities in Compliant Data Sharing

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            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.

            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

            If an opportunity record has opportunity participants with the associated share table entries, the share table records are deleted when Private is enabled for the opportunity. The opportunity participant records aren’t deleted when Private is enabled for the opportunity.

            Note
            Note We recommend that you delete all opportunity participants for an opportunity before you enable Private for that opportunity.

            To share a previously private opportunity by using Compliant Data Sharing:

            • Delete and recreate the opportunity participant.
            • Edit the opportunity participant record, deselect Active and save your work. Then edit the same opportunity participant record, select Active, and save your work.
             
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