Access Groups for CX Sales and B2B Service
From Cheryl Dajczak on May 28th, 2020
Access Groups make it easier for application administrators to
provide user access to segmented business data such as Accounts,
Contacts, Opportunities and Custom Objects. Access Groups are a
significant improvement to the use of custom Data Security Policies and
are fully compatible with Workspace search to deliver a consistent and
faster user experience.
- Single page Do You Know About Access Groups document that highlights expected benefits and includes links to additional resources for Administrators.
- Four page Best Practices for Deploying Access Groups document that shares our point of view on recommendations, tips and techniques to guide you when deploying Access Groups. Formatted as a checklist for ease of use.