Participant groups for teams that share a record role
Key Takeaway
A participant group puts a whole team on a record as one participant. Every member, including the members of nested groups, gets the group's participant role and that role's access level. If you change the role's access level later, the change applies to the whole team on every record assigned to that role.
Participant groups are a Compliant Data Sharing feature in Agentforce Financial Services that let you share a record with a whole team at once, instead of one user at a time. Every member of the group gets the same participant role, so every member gets the same access level on that record. Firms use participant groups to give tight, need-to-know access to sensitive records, such as deals that contain material non-public information (MNPI). They can do this without creating a separate participant record for each person.
Participants and participant roles
Compliant Data Sharing grants record access through participants. You assign a user or a group as a participant on a record, with a participant role. The system then creates a junction object that links the participant, the participant role, and that record. Participant roles apply to both individual participants and participant groups.
Users and compliance managers can use Compliant Data Sharing to audit who has access to a record and why.
A group's access comes from its participant role, so the rules for participant roles also shape how you design groups:
- A participant role applies to only one object. For example, a Financial Deal role doesn't apply to Account.
- Each object can have at most 10 active participant roles.
- You can't change a participant role's parent object after you create the role.
- You can assign only active participant roles.