Salesforce Features

Contact Sharing

Greater Control of Shared Contacts

Contact_sharing_thumb Professional, Enterprise, and Unlimited Editions

  • Strengthen the confidentiality of contact information
  • Share one global account while limiting access between business units/regions

With Summer ’07, it’s easier than ever to control who within your organization can see specific contacts related to a shared account. With new contact sharing, you have more flexibility to foster collaboration while maintaining confidentiality. You can choose from the following options for default contact access:

  • Controlled by Parent (Account)
  • Private
  • Public Read Only
  • Public Read/Write

You can also create contact sharing rules and manually share contacts to selectively grant contact access to specific users or groups.

Training and Documentation

Feature Details

  • Share by Account Team: You can provide general access to account information while limiting access to contact information to the account team only.
  • Share by Business Unit or Region: For companies that do business in multiple geographies or have multiple teams serving a single account, sharing rules can grant each team or location access to only their own contacts, while still maintaining a single, shared source of account information, helping to maintain contact confidentiality and improve usability.
  • Privacy for Users’ Contacts: Users can only see their own contacts or those that are shared with them to maintain the confidentiality of the contacts that individual reps don’t want everyone to have access to.
  • Manual Contact Sharing: Users can grant other users access to a single contact record without giving access to the other contacts associated with the same account.

Note: This feature is enabled by default but requires administrator activation in the set up area of Salesforce.

Contact_sharing_detail

2 Comments Bookmark

2 Comments

John Stevenson
July 6

How about sharing of accounts, contacts & opportunities between different organizations licensed with SFDC that have strategic partnerships to share target prospects/clients?
Adi Kuruganti
July 9

The ability to share leads, opps and other objects is on our roadmap. There is an ideaExchange posting on this topic where the example covers leads: http://ideas.salesforce.com/article/show/61451

Feel free to post your ideas and requirements you might have