Solved

Salesforce - sync contacts for all users?

Posted on 2015-01-20
2
187 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
2 Comments
 
LVL 5

Accepted Solution

by:
Amy Waller earned 500 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

Netscaler Common Configuration How To guides

If you use NetScaler you will want to see these guides. The NetScaler How To Guides show administrators how to get NetScaler up and configured by providing instructions for common scenarios and some not so common ones.

Question has a verified solution.

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

Suggested Solutions

Title # Comments Views Activity
Process mapping 5 62
How to Convert a Quote to an Order in SalesForce 2 81
Create a MySQL table as easily as possible 6 45
Querying data from 3 SQL tables 2 36
Using SQL Scripts we can save all the SQL queries as files that we use very frequently on our database later point of time. This is one of the feature present under SQL Workshop in Oracle Application Express.
When table data gets too large to manage or queries take too long to execute the solution is often to buy bigger hardware or assign more CPUs and memory resources to the machine to solve the problem. However, the best, cheapest and most effective so…
Video by: Steve
Using examples as well as descriptions, step through each of the common simple join types, explaining differences in syntax, differences in expected outputs and showing how the queries run along with the actual outputs based upon a simple set of dem…
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…

861 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