Review considerations for sharing opportunities. By sharing your opportunities, you can
give visibility into your pipeline to others who can provide important information to help you
close deals.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
|
Available in: all editions for orgs created before Summer ’09
Available in:
Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions for orgs
created in Summer ’09 and later
|
Overall Sharing Model
- Your Salesforce admin determines the default access levels across your Salesforce org,
including the default opportunity access levels for territories.
Sharing Your Own Opportunities
- Although you can increase access to your opportunities, you can’t restrict access
further than the default access levels determined by your Salesforce admin.
- To share an opportunity with another user, that user must have read access to
opportunities.
Sharing Info for Opportunities
- The sharing detail page lists the users, groups, roles, and territories that have
sharing access to an opportunity.
