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Topics#Data ManagementFrage von Carrie Pogorelc
Carrie Pogorelc fragte in #Data Management
21. Aug. 2012, 19:34

How do I share leads, accounts, etc. if the "Share" button doesn't work for me?

My organization's SalesForce account includes myself and a colleague, and we want to share all leads, accounts, opportunities, etc., with each other. When I go into an account, for example, and try clicking on "Share," nothing happens. I don't have the option to select with whom I want to share the item (preferrably "Users"). Any ideas what's happening here?

 

Thanks!

 

Carrie
3 Antworten
  1. Arijit Majee (Snowflake Inc)
    21. Aug. 2012, 19:54

    -

    Stephen Brescia

    This page lists the users, groups, roles, and territories that have sharing access to Stephen Brescia. Click Expand List to view all users who have access to it.

    *View:All

    Edit | Create New View

     

    ABCDEFGHIJKLMNOPQRSTUVWXYZOther

    All

    _img src="

    https://sites.secure.force.com/s.gif" /__img src="https://sites.secure.force.com/s.gif

    " /_

    User and Group Sharing

     

    Action

    Type

    Name_img alt="Sorted Ascending" src="https://sites.secure.force.com/s.gif" /_

    Contact Access

    Reason

     

    User

    Arijit Majee

    Full Access

    Owner

     

    ABCDEFGHIJKLMNOPQRSTUVWXYZOther

    All

    Explanation of Access Levels

    • Full Access - User can view, edit, delete, and transfer the record. User can also extend sharing access to other users.

    • Read/Write - User can view and edit the record, and add associated records, notes, and attachments to it.

    • Read Only - User can view the record, and add associated records to it. They cannot edit the record or add notes or attachments.

    • Private - User cannot access the record in any way.

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