Use Compliant Data Sharing so that admins and compliance users can control and monitor what data gets shared in Salesforce without writing complex code.
Required Editions
| Available in: Lightning Experience |
| Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability. |
Compliant Data Sharing is available for Business Operations Process Participant, Compliance Control Participant, Compliance Policy Participant, Regulation Participant, and Validation Procedure Participant objects.
For example, Regulation records at Cloud Computing are often restricted. To grant a colleague read-only review access to a Regulation you own, add them as a read-only participant to that record.
- Create and Assign Complaint Data Sharing Permission Sets for Compliance
Create Compliant Data Sharing for compliance admin and user permission sets by cloning the Compliance Admin and Compliance User permission sets. - Set Up Compliant Data Sharing for Compliance
Add related lists that display object participants to page layouts. - Share Compliance Records by Using Compliant Data Sharing
Share records with Compliant Data Sharing in Salesforce CRM for orgs with strict sharing policies. Record owners and non-owner participants who were given edit access through Compliant Data Sharing can assign participants to that record.