On FSC (Financial Service Cloud), In order to enable specific sharing requirements We have enabled Compliant Data Sharing (CDS) for Account, Finserv_FinancialAccount Object. Now, we need to implement same for Opportunity & Case Object.
for Opportunity Object, we have object called OpportunityParticipant for CDS. However, not able to find any documentation on how to implement same for Case Object.
All I found is using CaseProceedingParticipant to implement CDS but that is for Public Sector standard Object (Case Proceeding) not for real Case object.
Salesforce Compliant Data Sharing (CDS) does not natively support the standard Case object, as it is restricted to Account and Opportunity.
To achieve this, you must enable CDS on a Custom Object linked to Cases or build a custom programmatic solution using Apex Managed Sharing via the standard CaseShare table.
