Synced Sharing

Available in: Lightning Experience

Make sure that the right users are accessing the right documents at scale. With Synced Sharing, you can use Salesforce record access to determine who can work with embedded documents. It keeps your documents secure and reduces friction for user access to key documents.

Give your users View, Comment, Edit, Full, or Salesforce Record access to documents linked to a record. You can also block user access. After Synced Sharing is enabled, only users with access to a Salesforce record are able to view, comment on, edit, or share its embedded documents.

Synced Sharing Access Levels

Access Level	Description
View Access	Users who can view a Salesforce record can view documents linked to it.
Comment Access	Users who can view a Salesforce record can view and comment on documents linked to it.
Edit Access	Users who can view a Salesforce record can view, comment on, and edit documents linked to it.
Full Access	Users who can view a Salesforce record can view, comment on, edit, and share documents linked to it.
No Access	Users who can view a Salesforce record can’t view documents linked to it.
Salesforce Record Access	Users who have access to a Salesforce record have the same level of access to documents linked to it.

• Considerations for Synced Sharing
  When setting up Synced Sharing for your Salesforce org, keep in mind these considerations.
• Set Up Synced Sharing
  Manage user access at the org level via Synced Sharing for your documents associated with Salesforce records. Grant users with access to a record view, comment, or edit access to its linked documents, or align document access with Salesforce record permissions.
• Restrict Synced Sharing Document Membership
  Make document access granted through Synced Sharing dynamic by preventing users from joining documents as members when they edit or comment on a document. Enable Restrict Synced Sharing Access to block users from becoming permanent document members regardless of their document activity. Ensure that when a user's Synced Sharing access level changes, so does their document access.
• Standardize Team Collaboration with Synced Sharing
  Use Synced Sharing to set access to documents linked to Salesforce records at the org level. Set Synced Sharing to Comment Access so that your users can comment on a Mutual Close Plan linked to an Opportunity and close deals as a team.
• Troubleshoot Synced Sharing
  Synced Sharing can be complex, which means it’s sometimes difficult to know where document access went wrong when you or your users encounter unexpected results.