Still celebrating National IT Professionals Day with 3 months of free Premium Membership. Use Code ITDAY17

x
?
Solved

Salesforce - sync contacts for all users?

Posted on 2015-01-20
2
Medium Priority
?
211 Views
Last Modified: 2016-02-16
If I have multiple users in the environment that use Salesforce, how can I make it to where all the contacts they Sync also can be accessed/synced/shared with other Salesforce users in the company?
Do we have to create them into a group or setup something special on Salesforce side?
0
Comment
Question by:garryshape
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
2 Comments
 
LVL 5

Accepted Solution

by:
Amy Waller earned 2000 total points
ID: 40560920
If you are the admin on the Salesforce account, go into Security Controls > Sharing settings. There you will find the Organization-Wide Defaults where you can give access to all users to read/write contacts. If you want to be more granular, scroll to the bottom of the page to find "Contact Sharing Rules". Edit or create a new rule to define sharing of contacts based on public groups, roles or roles and subordinates. There you can set rules to Read only or Read/Write. *These rules over-ride Organization Wide Defaults.*

To define roles - go into the Manage User Section and there you can create roles and role hierarchy. The higher a person is in the hierarchy, the more visibility they have.
1
 

Author Closing Comment

by:garryshape
ID: 40563322
cool ty
0

Featured Post

Important Lessons on Recovering from Petya

In their most recent webinar, Skyport Systems explores ways to isolate and protect critical databases to keep the core of your company safe from harm.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

In this series, we will discuss common questions received as a database Solutions Engineer at Percona. In this role, we speak with a wide array of MySQL and MongoDB users responsible for both extremely large and complex environments to smaller singl…
This article shows how to get a list of available printers for display in a drop-down list, and then to use the selected printer to print an Access report or a Word document filled with Access data, using different syntax as needed for working with …
This tutorial gives a high-level tour of the interface of Marketo (a marketing automation tool to help businesses track and engage prospective customers and drive them to purchase). You will see the main areas including Marketing Activities, Design …
Polish reports in Access so they look terrific. Take yourself to another level. Equations, Back Color, Alternate Back Color. Write easy VBA Code. Tighten space to use less pages. Launch report from a menu, considering criteria only when it is filled…

721 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question