Share data in a way that works for your business needs
With powerful tools to let teams work collaboratively, while restricting data access as necessary.
Protect sensitive customer information
Create custom user roles to define the level of access to application functionality and data.
Create roles that map to actual job responsibilities e.g. sales representatives, sales managers, and executives.
Create teams to easily manage which users should share data with each other.
Setup team cross-sharing rules to determine which teams share data with each other.
Team-based data sharing
Manage access down to the individual record level
Rely on default team plus role-based access to minimize effort.
Use fine-grained controls when desired to override access to specific records.