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            Configure Sharing Settings for Financial Deals

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            3. Financial Services Cloud Admin Guide

            Configure Sharing Settings for Financial Deals

            Give your users access to financial deals using Salesforce data sharing features such as organization-wide defaults, role hierarchy, and rules. Like all standard objects, the Grant Access Using Hierarchies option is enabled for the Financial Deal object. As a result, users in a role hierarchy have access to financial deals for all users that are below them. To prevent users from gaining automatic access to financial deals owned by or shared with their subordinates in the hierarchy, disable the Role Hierarchy-Based Sharing for Deal Management setting. You can’t disable this option from the Organization-Wide Defaults list on the Sharing Settings page.

            Required Editions

            To share a financial deal and to see the Financial Deal Participant object in the org, ensure that compliant data sharing is enabled for the Financial Deal object.

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To configure sharing settings for financial deals:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application
            1. To prevent users from gaining automatic access to financial deals owned by or shared with their subordinates in a role hierarchy, disable the Role Hierarchy-Based Sharing for Deal Management setting. This action disables the Grant Access Using Hierarchies option for the Financial Deal object.
              1. From Setup, in the Quick Find box, enter Deal Management, and then select Deal Management Settings.
              2. Disable Role Hierarchy-Based Sharing for Financial Deals.
                Note
                Note This setting is available only if the Deal Management setting is enabled.
            2. To configure advanced, compliant data sharing rules for financial deals, enable compliant data sharing for the Financial Deal object.
              1. From Setup, in the Quick Find box, enter Compliant Data Sharing, and then select Object Enablement Settings.
              2. Enable Financial Deal.
              To share a financial deal and to access the Financial Deal Participant object, ensure that compliant data sharing is enabled for the Financial Deal object.
             
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