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Compliant Data Sharing
View Users with Compliant Data Sharing Record Access

View Users with Compliant Data Sharing Record Access

To see all the users who have access to a record you own, use the Sharing button on the record’s detail page.

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

The Sharing Detail page in Salesforce Classic shows users with access to a record, their level of access, and the reason they have access. The share table entries for Compliant Data Sharing show a sharing reason of Compliant Data Sharing.

Note
Note

You must be an admin or the record owner to see the Sharing button on a record’s detail page.

Non-owner users have sharing table records only when their assigned level of access exceeds that granted by default in your org.

  1. In Salesforce Classic click the Accounts or Opportunities tab.
  2. For account records on the Accounts or tab, click All Accounts and click Go.
  3. For opportunity records, on the Opportunities or tab, click All Opportunities and click Go.
  4. Select the account or opportunity name to view.
  5. Click Sharing. The list shows of users with access to the record. Account participant and opportunity participant users are shown with a sharing reason of Compliant Data Sharing.
  6. To see an expanded list of users, including administrators, with access to the record, click Expand List.
  7. In the expanded view, click Why? next to a user for details about how this user obtained their access level.
 
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