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从交互参与者相关列表中共享交互
您可以通过从“交互参与者”相关列表中将用户或小组添加为参与者来共享交互。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。
您可以通过从“交互参与者”相关列表中将用户或小组添加为参与者来共享交互。通过这种方法,您一次只能与一个用户或小组共享记录。
要共享交互并访问交互参与者对象,请确保为交互对象启用合规数据共享。
| 适用于:Lightning Experience in Professional、Enterprise 和 Unlimited Editions has Financial Services Cloud. |
| 所需用户权限 | |
|---|---|
| 要使用交互参与者相关列表共享交互: | Financial Services Cloud 扩展或 FSC 销售 |

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