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从财务交易参与者相关列表中共享财务交易
授予用户对记录的访问权限,而无需编写复杂的代码。通过从财务交易参与者相关列表中将他们作为参与者添加到记录中,您可以与用户或小组共享财务交易记录。通过这种方法,您一次只能与一个用户或小组共享记录。

使用更普遍的搜索词。
选择更少的筛选器,并扩大搜索范围。
授予用户对记录的访问权限,而无需编写复杂的代码。通过从财务交易参与者相关列表中将他们作为参与者添加到记录中,您可以与用户或小组共享财务交易记录。通过这种方法,您一次只能与一个用户或小组共享记录。
要共享财务交易并访问财务交易参与者对象,请确保为财务交易对象启用合规数据共享。
| 适用于:Lightning Experience |
| 适用于:启用了 Financial Services Cloud 的 Professional、Enterprise 和 Unlimited Edition |
| 所需用户权限 | |
|---|---|
| 要从财务交易参与者相关列表中共享财务交易: | Financial Services Cloud 扩展或 FSC 销售 |

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