---
schema_version: "1"
id: 02cc9a969c1637eec62520d1e4f3044356af4176be6b3b7836320d3a3ea2079d
title: Record Access and Sharing in Marketing Planning and Operations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_pln_oper_setup_sharing.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_sharing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 86c2d0d039e915e35eeaf6d3a5fe1805661e267d32a2ec5518ae18e855e69784
description: By default, Marketing Planning and Operations keeps records private. Sharing tools give your team the access that they need beyond the records each person owns.
products:
  - Marketing
release: "264"
---
# Record Access and Sharing in Marketing Planning and Operations

By default, Marketing Planning and Operations keeps records private. Sharing tools give your team the access that they need beyond the records each person owns.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_editions.htm&amp;release=264.0.0&amp;type=5" title="Marketing Planning and Operations requires specific Salesforce editions and licenses. Learn about the editions, licenses, and add-ons that provide access, including the add-on for planning agents.">View supported editions</a></td></tr></tbody></table>

## Keep Organization-Wide Defaults Private

Org-wide defaults set each user's baseline access to records they don't own. Keep these objects private, so users see only the records they own or that others share with them:

- Marketing Program
- Marketing Goal
- Marketing Tactic
- Marketing Tactic Template
- Campaign Extension
- Review
- Review Execution
- Compliance Control Scope

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_important.png)

Important Don't set these objects to Public Read/Write to share more records. Public Read/Write turns off the automatic sharing that compliance reviews rely on. Public Read Only turns off the read access that reviewers get to the record under review.

## Share Records with Your Team

With the objects private, share records beyond their owners with the sharing tool that fits the need.

 
| To Share | Use |
| --- | --- |
| Records owned by a team with their managers | Role hierarchy |
| A set of records with a role, group, or business unit | Sharing rules |
| A single record as a one-off exception | Manual sharing |

## Access That Works by Default

Compliance reviews automatically share the record under review with its reviewers, so you don't set up sharing for review access.

Allowed creators control who can create marketing programs at each hierarchy level. This setting doesn't share the records they create.

#### See Also

- [_Salesforce Help:_ Controlling Access Using the Role Hierarchy](https://help.salesforce.com/s/articleView?id=platform.security_controlling_access_using_hierarchies.htm&language=en_US)
- [_Salesforce Help:_ Sharing Rules](https://help.salesforce.com/s/articleView?id=platform.security_about_sharing_rules.htm&language=en_US)
- [_Salesforce Help:_ Manual Sharing](https://help.salesforce.com/s/articleView?id=platform.granting_access_to_records.htm&language=en_US)
- [_Salesforce Help:_ Configure Planning Hierarchies](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_hierarchy_create.htm&release=264.0.0&type=5 "Configure the planning hierarchy tiers that your marketing teams use to organize and track work. Define the tiers that connect executive objectives to executable plans, and then assign those tiers to hierarchy groups. Create multiple groups when different teams need different hierarchy structures.")
- [_Salesforce Help:_ Role-Based Permission Set Groups for Marketing Planning and Operations](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_permissions.htm&release=264.0.0&type=5 "Marketing Planning and Operations provides role-based permission set groups. Assign each permission set group to users based on their responsibilities, so they get the access their role needs.")
- [_Salesforce Help:_ Set Up Permissions and Access for Marketing Planning and Operations](https://help.salesforce.com/s/articleView?id=mktg.mktg_pln_oper_setup_access.htm&release=264.0.0&type=5 "Your team needs the right permissions to use Marketing Planning and Operations, along with the record access required to do their work.")