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            Securely Share Grantmaking Records in CRM or Experience Cloud Using Compliant Data Sharing

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            Securely Share Grantmaking Records in CRM or Experience Cloud Using Compliant Data Sharing

            Use Compliant Data Sharing so admins and grant managers control and monitor what data gets shared in Experience Cloud and CRM without writing complex code.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To configure Grantmaking: Grantmaking Manager permission set
            To configure Compliant Data Sharing: Configure Compliant Data Sharing system permission
            To share records using Compliant Data Sharing:

            Use Compliant Data Sharing system permission

            AND

            Be the owner of the record OR have edit access on the record through Compliant Data Sharing
            To have a record shared with you using Compliant Data Sharing: Use Compliant Data Sharing system permission

            To let CRM and Experience Cloud users share Grantmaking records, turn on and configure Compliant Data Sharing for the objects that you want to use. See the Grantmaking objects that are available for Compliant Data Sharing in Setup where you turn on the feature. Review the Compliant Data Sharing documentation for steps to use the feature in CRM and Experience Cloud.

            Use Compliant Data Sharing in Grantmaking so that:

            • Grant seekers can add collaborators in Experience Cloud to help complete grant applications.
            • Grant managers can add specific applicants in Experience Cloud for private funding opportunities.
            • Grant managers can add grantees as collaborators to manage funding awards.
            • In orgs with strict sharing policies, admins and grant managers can internally share records in Salesforce CRM.

            See Also

             
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