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
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.
In Salesforce Classic click the Accounts or
Opportunities tab.
For account records on the Accounts or tab, click All Accounts and
click Go.
For opportunity records, on the Opportunities or tab, click All
Opportunities and click Go.
Select the account or opportunity name to view.
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.
To see an expanded list of users, including administrators, with access to the record,
click Expand List.
In the expanded view, click Why? next to a user for details about
how this user obtained their access level.
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