Gennemgå overvejelser for deling af salgsmuligheder. Ved at dele dine salgsmuligheder med en anden bruger, kan du give synlighed til din pipeline, så andre, der kan give dig vigtige oplysninger, kan hjælpe dig med at lukke handler.
EditionsHeading
Tilgængelig i: Lightning Experience og Salesforce Classic
Tilgængelig i: alle versioner for organisationer, der er oprettet før Summer ’09
Tilgængelig i: Essentials, Group, Professional, Enterprise, Performance, Unlimited og Developer Edition for organisationer, der er oprettet i Summer '09 og nyere
Generel delingsmodel
Din Salesforce-administrator bestemmer standardadgangsniveauer på tværs af hele din Salesforce-organisation, inklusive standardsalgsmulighedsniveauer for områder.
Deling af dine egne salgsmuligheder
Selvom du kan øge adgangen til dine salgsmuligheder, kan du ikke begrænse adgangen yderligere end de standardadgangsniveauer, der er bestemt af din Salesforce-administrator.
Hvis du vil dele en salgsmulighed med en anden bruger, skal den pågældende bruger have læseadgang til salgsmuligheder.
Deling af oplysninger for salgsmuligheder
Detaljesiden for deling viser de brugere, grupper, roller og områder, som har delingsadgang til en salgsmulighed.
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