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使用合规数据共享在 CRM 或 Experience Cloud 中安全共享拨款记录
使用合规数据共享,以便管理员和拨款经理控制和监控在 Experience Cloud 和 CRM 中共享哪些数据,而无需编写复杂的代码。

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您在此处:
使用合规数据共享,以便管理员和拨款经理控制和监控在 Experience Cloud 和 CRM 中共享哪些数据,而无需编写复杂的代码。
| 适用于:Lightning Experience |
| 适用于:适用于拨款和公共部门解决方案的 Nonprofit Cloud。查看版本可用性。 |
| 所需用户权限 | |
|---|---|
| 要配置拨款: | 拨款经理权限集 |
| 要配置合规数据共享: | 配置合规数据共享系统权限 |
| 要使用合规数据共享来共享记录: | 使用合规数据共享系统权限 以及 成为记录的所有者或通过合规数据共享对记录拥有编辑访问权限 |
| 要使用合规数据共享与您共享记录: | 使用合规数据共享系统权限 |
若要让 CRM 和 Experience Cloud 用户共享拨款记录,请为您要使用的对象打开并配置合规数据共享。在启用该功能的设置中查看可用于合规数据共享的拨款对象。请查看合规数据共享文档,了解在 CRM 和 Experience Cloud 中使用该功能的步骤。
在拨款中使用合规数据共享,以便:

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