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            Compliant Data Sharing for Financial Services

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Compliant Data Sharing for Financial Services

            The Compliant Data Sharing feature lets Financial Services admins and compliance managers configure advanced data sharing rules, so that they can improve compliance with regulations and company policies. They can control and monitor what data gets shared with whom, without writing complex code.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, and Unlimited Editions
            User Permissions Needed
            To configure Compliant Data Sharing in Financial Services Cloud:

            FSC Sales

            OR

            FSC Sales for European Union Operating Zone

            OR

            Financial Service Cloud EUOZ

            OR

            Financial Services Cloud Extension

            WITH

            Configure Compliant Data Sharing System Permission
            To use Compliant Data Sharing in Financial Services Cloud:

            FSC Sales

            OR

            FSC Sales for European Union Operating Zone

            OR

            Financial Service Cloud EUOZ

            OR

            Financial Services Cloud Extension

            WITH

            User Compliant Data Sharing System Permission

            Explore and Learn

            Watch this video to understand how Compliant Data Sharing works for Financial Services Cloud.

            If you aren’t able to watch the view in full screen, open the video on a new tab: Watch video Compliant Data Sharing for Financial Services Cloud.

            Compliant Data Sharing is disabled by default in the Financial Services Cloud permission sets.

            Clone a Financial Services Cloud permission set and turn on the system permission for users who configure Compliant Data Sharing. Clone and create another permission set for users who use Compliant Data Sharing.

            See Create Permission Sets.

            To learn how to configure Compliant Data Sharing in your org and manage participant roles, see Compliant Data Sharing.

             
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